Family Wealth Report Family Office Cybersecurity Forum 2025

BNY is a global financial services company that helps make money work for the world – managing it, moving it and keeping it safe.  For more than 240 years BNY has partnered alongside clients, putting its expertise and platforms to work to help them achieve their ambitions.  Today BNY helps over 90% of Fortune 100 companies and nearly all the top 100 banks globally to access the money they need.  BNY supports governments in funding local projects and works with over 90% of the top 100 pension plans to safeguard investments for millions of individuals, and so much more.  As of Dec. 31, 2024, BNY oversees $52.1 trillion in assets under custody and/or administration and $2.0 trillion in assets under management.

For more than 50 years, BNY Wealth has been a trusted partner for family offices, delivering tailored family office services that enhance operational efficiency, reduce risk, and safeguard generational wealth. These results stem from a family office investment strategy built on deep expertise and a collaborative approach that starts from day one. Few family office service providers understand the complex financial and investment needs of wealthy families like BNY Wealth. Solutions include Family Office Wealth Management, Governance, Philanthropic Advisory, Technology Consulting and Trust Planning. BNY Wealth provides educational resources covering family office strategies, financial education, leadership development, and succession planning-along with best practices in cyber, physical, and personal risk management.

As a multi-award-winning managed service provider (MSP), Omega Systems is passionate about delivering the security and compliance expertise today’s businesses need alongside the responsive and reliable managed IT support they deserve. Omega’s service-driven IT solutions portfolio includes 24x7 managed IT support, cybersecurity risk management, managed detection & response (MDR), backup and disaster recovery, IT compliance services and more. Serving financial firms across the U.S. and internationally – including family offices, RIAs, hedge funds, and other investment firms – Omega Systems delivers a superior and satisfying customer experience unparalleled by other MSPs.

Day Pitney, an East Coast-based law firm with national and international reach, has more than 300 attorneys in 13 offices in Boston, Connecticut, Florida, New Jersey, New York, Providence, and Washington, DC. The firm offers clients strong corporate and litigation practices, with experience on behalf of large national and international corporations, as well as emerging and middle-market companies. With one of the largest and most sophisticated private client practices in the country, the firm also has extensive experience helping individuals and their families, fiduciaries and tax-exempt entities plan for the future. For more information, go to www.daypitney.com

Risk Strategies, the 9th largest U.S. privately held insurance brokerage firm, specializes in providing comprehensive insurance solutions, expert risk management advice, and consulting services designed to meet the unique needs of businesses and individuals across the country. Our Private Client Services team, together with our Cyber liability experts, focus on preparing family offices and successful families to face a complex future with confidence. We offer a full suite of Private Client insurance solutions to protect our clients’ assets and passions, including their homes, vehicles, collector cars, yachts, equine interests, aviation exposures, fine arts, private collections, data, personal information, and more.