Cybersecurity and Artificial Intelligence (AI) 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.

Summit Key Highlights:

  1. Cybersecurity Insights: Gain valuable insights into the evolving threat landscape and strategies to protect financial assets and sensitive data.
  2. AI for Wealth Management: Discover how AI and machine learning are transforming wealth management and family office operations, enhancing decision-making, and optimizing investments.
  3. Expert Speakers: Engage with industry-leading experts, thought leaders, and practitioners who will share their experiences and expertise.
  4. Panel Discussions: Engaging panel discussions featuring experts discussing cybersecurity challenges, strategies, and regulatory compliance.
  5. Case Studies: Real-world case studies highlighting successful cybersecurity implementations and incident response strategies.
  6. Vendor Presentations: Leading cybersecurity companies will present their innovative products and services, providing insights into how they can bolster security measures.
  7. Physical Security Solutions: Explore cutting-edge technologies and practices to safeguard physical assets, properties, and private spaces.
  8. Networking Opportunities: Connect with peers, potential partners, and solution providers during networking breaks and social events.
  9. Exhibition Zone: Explore a diverse range of security and AI products and services showcased by leading vendors.


12.00 pm Registration, Lunch & Networking

1.30 pm Keynote 

1.45 pm Panel Discussion 1

2.30 pm Presentations/Tech Demos

3.45 pm Refreshments & Networking

4.15 pm Panel Discussion 2

4.55 pm Fireside Chat

5.15 pm Summit Close

Cocktail Reception with Networking


Date and Time

Date: Tuesday 4th June - 2024
Time: 12:00 pm – 6:00 pm Eastern Standard Time



Address: 530 5th Ave, floor 9, New York, NY 10036, United States

Keynote speaker

Chris Wake



Chris Wake is the Founder of Atypical, an early stage venture fund investing in plausible science fiction. He brings two decades of experience as an operator to his investing, including work […]

Ben Barrontine

Vice President of Executive Services

360 Privacy

Ben Barrontine spent 15 years in the military ranging from Infantry to Special Operations Intelligence with extensive experience in social engineering, digital exploitation, and cyber targeting with the DoD, SOF, […]

Lisa Gelles

Executive Director - Private Client

Howard Insurance

Lisa Gelles serves as Executive Director in the Private Client Group at Howard Insurance. In her role, Lisa sits at the helm of the firm’s family office practice, working closely […]

Kate Norris

Founder and CEO

Atténuer Risk

Kate Norris is a recognized industry expert, having served hundreds of family offices and wealth advisory firms for over 25 years working on the broker, carrier, wealth advisory and consultancy […]

David Teten

Venture Partner

Coolwater Capital

David Teten is a Venture Partner with Coolwater Capital, a GP stakes investor and accelerator for emerging VC managers. He is Founder of Versatile VC, backing early-stage companies which help investors generate alpha […]

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