Category Archives: Legal and Regulatory Updates

As custodians of substantial wealth, family offices serve essential roles in managing investments, estate planning, philanthropy, and more. However, with the growing digital landscape, these entities face increasing cybersecurity threats that could jeopardize not only their financial assets but also their reputations and legacies. By understanding key cybersecurity risks and implementing effective mitigation strategies, family…

Family Offices and Data Privacy: Essential Steps to Ensure Compliance In an era increasingly defined by digital transformation, family offices — private wealth management advisory firms that serve high-net-worth families — face unique challenges in managing their data privacy. The wealth of sensitive personal and financial information inherent in family office operations necessitates a strong…