Family Wealth Report Family Office Cybersecurity & AI Summit 2024 | ClearView Financial Media Ltd. | 4 June 2024 | Convene, 530 5th Ave, floor 9, New York, NY 10036, USA

This summit play a crucial role in safeguarding the interests of family offices and wealth managers. Here’s why they are of paramount importance:

1. Protection of Financial Assets: Family offices and wealth managers deal with substantial financial assets and investments. Cybersecurity ensures that these assets are protected from theft, fraud, and unauthorized access. AI can aid in real-time threat detection, reducing the risk of financial losses.
2. Confidentiality of Sensitive Information: Family offices often handle highly sensitive financial and personal information of high-net-worth individuals. Robust cybersecurity measures maintain the confidentiality of this data, preventing data breaches and privacy violations.
3. Reputation Management: A security breach can tarnish the reputation of family offices and wealth managers. A strong cybersecurity posture safeguards their reputation by demonstrating a commitment to protecting clients’ interests.
4. Regulatory Compliance: Compliance with financial industry regulations is mandatory. Cybersecurity measures ensure that family offices and wealth managers meet regulatory requirements, avoiding legal repercussions and financial penalties.
5. Mitigating Insider Threats: Family offices often involve a close-knit group of employees and advisors. Cybersecurity and AI can help detect and mitigate insider threats, preventing data leaks or unauthorized actions by trusted individuals.
6. Risk Management: AI can analyze vast amounts of financial data, identify patterns, and assess investment risks more effectively than humans. This aids in making informed decisions and managing portfolios prudently.
7. Enhanced Efficiency: AI-powered tools can automate routine tasks such as data analysis, document processing, and client communication, freeing up professionals to focus on strategic decisions and personalized client service.

8. Fraud Prevention: AI can identify unusual or fraudulent activities by analyzing transaction data and behavioral patterns, reducing the risk of financial fraud within family offices.

9. Predictive Analytics: AI can provide insights into market trends, investment opportunities, and potential risks, helping wealth managers make data-driven decisions.

10. Adaptation to Evolving Threats: Cyber threats continually evolve. AI’s ability to adapt and learn from new data makes it a valuable asset in identifying and responding to emerging cybersecurity threats.

Family Wealth Report‘s Cybersecurity & AI Summit 2024 aims to empower family office professionals and wealth managers with the knowledge and tools needed to protect against cyber threats in an increasingly digital world.

2024 Speakers

KEYNOTE SPEAKER:

Chris Wake
Founder, Atypical

SPEAKERS:

Kate Norris
Founder and CEO, Atténuer Risk

Lisa Gelles
Executive Director - Private Client, Howard Insurance

Tom Aldrich
Chief Revenue Officer, 360 Privacy

Mykolas Rambus
CEO and Co-Founder, Hush

Gilad Zinger
Investment Director, Yemin Family Office

Danielle Valkner
Partner, US Family Office Leader, PwC

John Boles
Principal, PwC

William Roberts
Co-chair of the Data Privacy, Protection and Litigation practice, Day Pitney

Andrew Evans
CEO & Founder, Rossby Wealth & Rossby Financial

Tim Schnurr
Founding Partner, Inquisitive IT

Edward V. Marshall
Founder and CEO, Presage Global

Anthony DeMario
Chief Operating Officer, Advanced Archer Technologies

Ileana van der Linde
Executive Director, J.P. Morgan Asset & Wealth Management (AWM)

Dale Buckner
CEO and President, Global Guardian

2024 Partners

CONTENT PARTNER:
• 360 Privacy
• Atténuer Risk
• Atypical
• Day Pitney
• Eton Solutions
• Global Guardian
• Howard Insurance
• Hush
• PwC

SUPPORTING PARTNERS:
• PEVCtech
• ProFundCom
• The UHNW Institute
• Versatile VC
• smartKYC