AI for Family Offices: How to Build a Cyber-Safe Adoption Strategy Recently, Farr Shepherd and I had the opportunity to present at the Family Wealth Report Family Office Cybersecurity Forum in New York. The conversations around AI were some of the most practical discussions I’ve heard on the topic because they didn’t all focus on the familiar gloom and doom around AI.  No one in the room was debating whether AI would become …

What the SEC’s Amended Reg S-P Means for Financial Advisers — and the Families Who Trust ThemA few months ago, a boutique RIA principal we spoke with pulled up their firm’s cybersecurity incident response plan on a shared drive. It was dated 2019, written for the way the company operated back then, and had never really been tested. This firm …