Family Office Cybersecurity Summit


Family Wealth Report is hosting a Cybersecurity Summit for family offices and their trusted advisors. The event will host dynamic panel sessions and presentations to help delegates identify the most important and emerging risks in this area, as well as discuss best practices to mitigate the same.

We will also be discussing best practices to vet and manage third-party vendors who are privy to sensitive information, insurance needs and necessary coverages in this space, the current regulatory environment and new laws on the horizon; and how cyber risks are shaping compliance obligations and regulatory risks.  This is a must attend conference for any delegate that deals with sensitive information and needs to learn more about this complex and serious risk.

Areas of discussion will include:

  • Security and Pre-Incident Preparedness
  • Cyber Insurance
  • Cyber White Collar Crime
  • Third Party Vendor Risk
  • Cybersecurity Lawsuits
  • Organizing and Protecting Data


ClearView Financial Media Ltd is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:



Date and Time

Date: Wednesday 20th September • 2017
Time: 8:00 am – 1:00 pm




Annmarie Giblin

Senior Counsel – Cyber Liability

Chubb Insurance

Annmarie Giblin is Senior Counsel in the Office of General Counsel for Chubb with a focus on Cyber Liability.

In this role, Annmarie is tasked with the rapidly changing and intricate regulatory, legal and insurance complexities concerning cyber liability across Chubb’s global footprint. She is a frequent guest speaker and author on this subject. She has conducted Continuing Legal Education Programs, presented to financial professionals at various trade organization events and briefed senior staffers of sitting United States Senators on this important topic. Annmarie has also authored and published several articles on cyber liability.

Before joining Chubb, Annmarie was a litigation attorney, spending over 10 years in private practice. During her time as a litigator, she maintained a diverse practice and handled cases from inception until trial. Part of her litigation practice included acting as National Coordinating Counsel for a large manufacturer, overseeing its national litigation practice and supervising local attorneys in several jurisdictions.

Edward Marshall

Director, Global Family Office Group

Citi Private Bank

Edward V. Marshall is a Director in the Global Family Office Group at Citi Private Bank. Edward advises families of significant wealth on best practices in Family Office and investment management across North America. The Global Family Office Group serves more than 1,200 families around the world, providing a wide range of financial, advisory, and educational resources to Family Offices of all sizes and complexity. Previously, Edward served as Relationship Manager and member of the ultra-high net worth team at Credit Suisse. He started his career in the public sector working for the Federal government in the U.S. and abroad. Edward has an MBA from New York University’s Stern Graduate School of Business and a B.S. in Human Biology from Michigan State University. He speaks Polish, Russian and Ukrainian.

Nicholas Barone

Director, Consulting Services Group

Eisner Amper

Nicholas Barone is a Director within Eisner Amper’s Consulting Services Group, based in New York. As a recognized computer forensics expert, Nicholas has managed hundreds of Incident Response, Computer Forensic, PHI, PII and PCI related investigations in the US and globally. Nicholas’s work has been reported in the national media, periodicals and respected Internet Blogs such as the New York Times, The Wall Street Journal, Newsweek and Krebs On Security while in law enforcement and private industry roles. Nicholas uses his hacking expertise and legacy systems knowledge to perform data breach, discovery, investigation, and/or IT Vulnerability Risk and Compromise assessments. He has also worked with a number of America’s Fortune 500 companies across a range of industries in the related fields of Risk Identification and Remediation, IT Audit and Penetration Testing assignments.