
Summits & Forums
Family Wealth Report Family Office Cybersecurity Forum 2026
Thursday - 11th June 2026
BNY
88 Murray St., New York, NY 10007
Overview
Defending Digital Wealth: Cybersecurity Forum 2026
The Family Wealth Report Family Office Cybersecurity Forum is the essential, specialized event for protecting multi-generational wealth in a high-threat digital landscape.
Join leading family office principals, CIOs, and security experts in 2026 for a focused discussion on the evolving threats targeting private wealth. This isn’t just about IT; it’s about holistic wealth preservation. Our agenda will provide actionable strategies for:
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Advanced Threat Intelligence: Understanding the specific social engineering and ransomware tactics aimed at high-net-worth individuals and their staff.
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Vendor & Third-Party Risk: Establishing robust due diligence processes for external managers, custodians, and FinTech partners.
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Cyber Governance: Developing and implementing effective family cybersecurity policies, training, and incident response plans.
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Technology Implementation: Best practices for deploying next-generation security tools, from endpoint protection to secure cloud architecture.
Ensure your family office operates with unbreachable security. Learn how to build a comprehensive, resilient cyber-defense posture that protects your assets, privacy, and reputation.
Logistics
Date and Time
Date: Thursday 11th June - 2026
Time: 8:00 am – 5:00 pm EST
Venue
BNY
Address: 88 Murray St., New York, NY 10007
Agenda
Welcome by Family Wealth Report and Opening Remarks by BNY's CISO Dave Robinson
Keynote: When the Wall Is Not Enough: Cybersecurity for the AI-Era Family Office
AI is rewriting the economics of cybercrime – making attacks faster, cheaper, and far more convincing. For Family Offices built on trust, discretion, and a handful of key decision-makers, that changes the risk entirely. The challenge is no longer just protecting systems, but ensuring people, processes, and controls can withstand machine-speed deception. This session explores why traditional perimeter security is losing effectiveness, where verification and human confirmation now matter most, and how Family Offices can reduce attacker opportunity, strengthen resilience, and become far harder targets in the age of AI-enabled attack.
Fireside Chat 1: Inside the hacker’s mind: How today’s cybercriminals target wealthy families
Have you noticed more suspicious emails, unusual credit card charges, or felt uneasy about your family’s or family office online safety? You’re not alone. Today’s cybercriminals are sophisticated, patient and increasingly focused on successful business leaders and wealthy families.
In this presentation, Charlotte and Josh from Cyberwolf take you inside the mind of a hacker, revealing how high‑profile families are targeted. You’ll see how criminals piece together details from public information, the dark web, and everyday online activity to build a complete profile of individuals and their families. And how this information is turned into highly targeted attacks. You’ll walk away with practical steps that family offices and families can take immediately to strengthen personal cybersecurity and better protect the people who matter most.
Presentation 1: Cybersecurity Is No Longer Enough: Building Trust in the AI-Powered Family Office
Networking and refreshments
Panel 1: The dual frontier of wealth advisory cybersecurity: Protecting both your individual Clients and your Firm's personnel from Cyberattacks
As high-net-worth individuals continue to find themselves in the crosshairs of sophisticated cyberattacks, those tasked with protecting them – their trusted advisors and family offices – are now also high-value targets. Cybercriminals actively target both the client principal and the firms that service them—advisors and executives who have access to lucrative and sensitive data. This makes it clearer than ever that protecting the principal starts with securing the firm. Join experts from BlackCloak, Presage Global, and The Beckage Firm, for this panel discussion on the importance of personal cybersecurity not only for high-net-worth individuals but also for the family offices and wealth advisory firms that service them.
Presentation 2: 2026 Outlook: Family Office Real World Overview
Omega Systems presents a concise industry briefing exploring critical shifts in cybersecurity, AI governance, and infrastructure resilience. As family offices navigate increasingly complex risk environments, this session provides an essential overview of current trends and tactical insights. Warren Finkel, Managing Director at Omega Systems, will share key findings from the report, with physical copies available for all summit attendees to take away.
Presentation 3: The AI Employee You Didn't Hire Is Running on the Data You Never Secured
The family office wasn’t hacked. An application connected to its client management system was. That application had access to client records, estate documents, and family correspondence — access nobody knew needed to be managed. This is how 700 organizations lost client data in 2025 without a single direct breach. Do you know what’s connected to yours?
Networking Lunch
Afternoon keynote: Cybersecurity in Family Offices: Trust, AI, and the New Personal Threat Landscape
Cybersecurity is shifting from system-based threats to highly personalized, AI-enabled attacks that exploit trust, identity, and human behavior. This keynote examines how artificial intelligence is transforming the risk landscape for family offices and high-net-worth environments, where decisions are often relationship-driven and made quickly. Using real-world examples, including AI impersonation and deceptive digital tools, the session shows why traditional trust signals such as voice, appearance, and familiarity can no longer be relied upon. Drawing on experience as CISO at PURE Insurance, the discussion highlights why family offices are uniquely vulnerable and explores the need for resilience-focused strategies that combine prevention, response readiness, and structured risk transfer.
Fireside Chat 2: Ready to Deploy: Building a Cyber-Safe AI Roadmap for Your Family Office
Networking and refreshments
Panel 2: Anatomy of an Attack: How Criminals Target a Family Office, and How to Fight Back
As cyber threats become more sophisticated and personal information increasingly accessible online, protecting clients requires a coordinated approach that extends beyond traditional insurance coverage. Identity theft, social engineering, data exposure and reputational risks are now among the most pressing concerns facing individuals, families and businesses.
Join Gary Belvin as he moderates a discussion with leaders from Marsh McLennan Agency, Hush and Vanish ID on how organisations can better understand, mitigate and respond to today’s evolving digital threats. Drawing on expertise in cyber risk, insurance, digital privacy and identity protection, the panel will explore practical strategies for strengthening resilience, protecting clients and building trust in an increasingly connected world.
Summit Close and Drinks Reception
* Please not that the agenda has not been finalized and is subject to changes
About our Sponsors
Venue Partner
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.
Content Sponsors
BlackCloak secures the personal digital lives of high-net-worth individuals and their families. We tailor our specialist technology, expertise, and support to deliver bespoke solutions that protect the privacy, devices, and homes of our clients from cyber threats in an increasingly connected world. Used by Fortune 500 companies, recommended by wealth management firms, and trusted by private family offices, the BlackCloak Platform is an award-winning full-category solution enhanced by concierge support and expert incident response providing 24/7 protection. With BlackCloak, high-profile individuals get peace of mind knowing their family, privacy, reputation, and finances are secured, while CISOs and CSOs can be confident that their people and organization remains protected without invading their executives’ personal lives. Learn more at www.blackcloak.io
Cyberwolf is an exclusive cybersecurity suite that protects the private lives of VIPs, such as corporate executives, board members, high-net-worth individuals and their families. Imagine having a personal bodyguard for your entire online life, without compromising on convenience or privacy, so you can relax and focus on what matters. Our personal cybersecurity service combines the best enterprise-grade security technology with a collective of cyberexperts ready by your side.
We've got their digital backs. Worldwide, 24/7.
Decypher Technologies is a cybersecurity-first managed service provider built for family offices and the residential environments of the principals they serve. Most providers draw a line between the office and the home. Decypher manages cybersecurity, IT, network infrastructure, camera systems, and audio-visual across both under a single accountable relationship, closing the ownership gaps that form when technology and security are split across vendors. Decypher's work with family offices addresses AI adoption risk and foreign threat exposure across the multi-property environments of ultra-high-net-worth families. Farr Shepherd, Decypher's President, is a recognized voice on family office cybersecurity.
Learn more at decyphertech.com/family-offices
Eton Solutions is an award-winning cloud-based software and services company for wealth management firms, including Single and Multi Family Offices, Business Managers, Trust Companies, Registered Investment Advisors and High Net Worth Individuals. Eton Solutions’ AI-driven cloud-native platform, AtlasFive®, is a fully integrated platform which seamlessly integrates core wealth management functions, from Data Aggregation, Entity Management, Portfolio Management, Performance Reporting, Risk Management, General Ledger (GL), Fund and Trust Accounting, Bill Payment, Transaction Processing, Tax Ledger, Private Loan Management and Client Reporting, eliminating the re-keying of data into multiple systems and the inefficiencies of reconciling data across these products. Eton Solutions also offers Administrative Family Office (AFO™), backed my managed services, to economically address wealth owners with lower AuMs. The Global Technology Center collaborates with clients to manage middle and back-office operations, offering comprehensive services including data aggregation, fund administration, accounting, transaction processing, and compliance support. Eton Solutions has developed the world’s first Generative AI application, EtonGPT™, for the Family Office Industry. The AI technology seamless integrates with AtlasFive® CRM Knowledge Graph, Document Management, Investment and Accounting functions. This allows EtonGPT™ to understand the context and relationship between data points, enabling automation of complex cognitive tasks and augmenting staff knowledge. Eton Solutions is based in the United States, in Research Triangle Park, NC. with its international headquarters in Singapore focused on serving markets outside of the Americas. Created by family office leaders, Eton Solutions’ AtlasFive®, manage over US$936 billion on the integrated platform that holistically aggregates and manages all liquid and alternative investment assets and office’s data, reporting and workflow processes. With one source of truth, Eton Solutions leads wealth management into the future by maximizing efficiency and minimizing errors and risk.
Hush is a digital privacy platform that helps individuals, families, and organizations reduce online exposure across the internet, data brokers, and social media. Using AI-powered technology and expert-led support, Hush removes sensitive personal information, continuously monitors for new exposure, and helps protect against threats like identity theft, impersonation, and social engineering. Trusted by executives, investors, and high-profile individuals, Hush delivers proactive, concierge-style privacy protection for the modern digital world.
Marsh McLennan Agency (MMA) offers customized insurance programs designed to protect family office clients from today’s complex world of risk. Family offices and their related enterprises face a convergence of personal, commercial, and financial risks that require extraordinary protection. While change is a part of everyday life, many factors including social unrest, natural disasters, cyberattacks, and fraud create a complex risk environment. That means you, your family, and your family enterprise face a combination of personal, commercial, strategic, and financial risks. Many families we work with manage similar risks, including owning multiple properties in multiple locations, running a business, navigating family dynamics, cybersecurity issues, direct investing risks, and more.
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. – including family offices, RIAs, hedge funds, and other investment firms – Omega Systems delivers a superior and satisfying customer experience unparalleled by other MSPs.
PURE is a member-owned property and casualty insurer dedicated to protecting high-value homes, automobiles, collections, and other assets for financially successful individuals and families. By focusing exclusively on the high net worth market and selecting responsible members, we offer broader coverage and fair pricing.
Our mission is to deliver an exceptional membership experience—one defined by proactive service, prompt claims resolution, and meaningful loss prevention. We partner with members to help mitigate risk before losses occur.
Rated A (Excellent) by A.M. Best and supported by Tokio Marine, PURE serves more than 121,000 members across the United States and Canada.
Active Cyber Defense for the Private Wealth Enterprise Ridgeback Network Defense protects the digital sovereignty of family offices through Active Defense, moving beyond passive detection to neutralize adversaries at the point of first contact. Using synthetic topology, Ridgeback transforms your network into an interactive environment where adversary discovery and lateral movement is interdicted at first contact. Designed for high-security environments, Ridgeback is an ''instant-on'' solution that deploys in minutes and requires zero maintenance. We provide ground-truth visibility into rogue devices and unauthorized activity, ensuring your multi-generational assets remain secure against sophisticated threats. We don’t just monitor the battlefield; we change it.
Exhibitor Sponsor
Sending payments is risky and time-consuming. DoubleCheck® by Walrus Security can help. Developed by a team of experts in computer science, mathematics, and cryptography, DoubleCheck gives security-conscious investment managers peace of mind when collecting payment details for wires, stock, and more. DoubleCheck’s AI-driven identity verification and validation technology replaces manual confirmation methods that are vulnerable to fraud. Counterparties can easily submit wire instructions and verify their identity online—no logins required. Trusted by leading investment managers across private markets, Walrus Security is proud to provide the most secure and efficient way to collect payment details: DoubleCheck.
Opening Remarks

David Robinson
Chief Information Security Officer (CISO) and Managing Director
BNY
David J. Robinson is Managing Director and Chief Information Security Officer (CISO) at BNY, leading the firm’s global cybersecurity strategy and operations. In this role, he is responsible for protecting the company’s digital infrastructure, enabling secure business growth, and ensuring the resilience and integrity of systems across the enterprise. With more than 30 years of cybersecurity leadership across financial services, government, and defense sectors, David has built a reputation for transforming complex environments into high-performing security organizations. Prior to joining BNY, he held executive roles at JPMorgan Chase, BNP Paribas, Barclays, and the U.S. Air Force, where he designed and led enterprise-wide assurance, cyber risk governance, and threat management programs. Throughout his career, David has advised corporate boards, regulators, and national security leaders, and is known for building cyber capabilities that reduce risk, meet regulatory expectations, and drive innovation. David holds a Ph.D. in Computer Engineering from Dartmouth College and has authored multiple publications on cyber risk and behavioral modeling.

Matthew Semino
Senior Director, Senior Director, Wealth Advisor Global Family Office
BNY
Matthew Semino is a Senior Director and Wealth Advisor within the Global Family Office at BNY Wealth where he is responsible for developing new opportunities and delivering the firm’s full suite of solutions to new and existing clients. Based in the New York office, Matthew brings a wealth of experience working with large single-family office clients and is a successful business leader in the family office sector. Matthew is committed to helping clients enhance their impact and leave a meaningful legacy. He consults on family succession and helps prepare the next generation to be responsible stewards of wealth. He also assists families with philanthropic interests and guides them on appropriate structures to establish their vision. Prior to joining BNY Wealth, Matthew spent four years at J.P. Morgan Private Bank where he worked with UHNW and family office clients to provide innovative cross-firm solutions. Matthew previously held roles at Bridgewater Associates and Bessemer Trust where he led the strategic development of its Family Office Management division. Matthew started his career as a corporate attorney holding positions at Freshfields Bruckhaus Deringer and Weil Gotshal & Manges where he focused on M&A and securities transactions. Matthew holds a B.S. (honors) from Cornell University where he was a recipient of the Harry S. Truman scholarship and a J.D. from Columbia Law School. He was a Fulbright Scholar at the National University of Singapore and completed studies at the London School of Economics. Matthew holds FINRA Series 7, 63 and 65 securities licenses and is a member of the New York State Bar. He currently resides in New York City with his wife and young daughter.
Morning keynote: When the Wall Is Not Enough: Cybersecurity for the AI-Era Family Office

Scott Fogarty
CEO
Ridgeback Network Defense
Scott Fogarty is the CEO of Ridgeback Network Defense Inc. The world is in perpetual cyber-war. Together with Ridgeback’s founder and inventor, Thomas Phillips, Scott leads Ridgeback, building and deploying tools that battle despicable criminals who would rob our families, hijack our hospitals, and impose on our economic freedoms. Ridgeback is based on experience in network security vulnerabilities and applied principles of warfare to deliver a range of cyber defense techniques that automatically engage, disrupt, and impair attackers during connection. Scott has been a leader of turnaround and start-up media, technology and information companies, and has led buyout and venture capital transactions with total value of $1.2 billion. Scott earned an MBA from Columbia and an AB from Harvard University.
Inside the hacker’s mind: How today’s cybercriminals target wealthy families

Josh Bartlett
Senior Account Executive
Cyberwolf
Josh Bartlett is a Senior Account Executive at Cyberwolf and the company’s first U.S. hire, where he is leading expansion into the New York market. Based in New York City, Josh works with organizations and their leadership teams to address the growing personal cybersecurity risks that come with visibility, influence, and fast-paced business environments. With five years of experience in B2B sales, Josh brings a strong focus on building relationships and helping clients understand how personal devices, family exposure, and digital behaviors can create unseen vulnerabilities beyond traditional enterprise security. His work centers on helping executives and their families stay protected, maintain privacy, and operate with confidence in an increasingly connected world.

Charlotte Edwards
VP Operations
Cyberwolf
Charlotte Edwards is the Vice President Operations of Cyberwolf. Cyberwolf is a VIP cybersecurity boutique firm, specialized in personal cybersecurity for company leadership and UHNW individuals and families.
Charlotte has worked in IT and Cybersecurity for the last 7 years and joined Cyberwolf two years ago. She successfully spearheaded the US branch of Cyberwolf as the company continued its European success story in North America. In an era where digital threats are at an all-time high, she has successfully brought personal cybersecurity to Fortune 500 leadership, nobility and wealthy families. With Cyberwolf, she developed a deep understanding of the threat landscape and high-stakes environment in which high-profile individuals operate.
Prior to Cyberwolf, Charlotte held the position of Chief of Staff for the B2B division of Benelux’s leading IT company. She supported the division’s operations with a $2 billion annual turnover and spearheaded numerous strategic projects, spanning from the company’s transformation from an ICT to an IT player to driving the company’s 3-year strategic vision.
Cybersecurity Is No Longer Enough: Building Trust in the AI-Powered Family Office

Murali Nadarajah
Global Head of R&D and AI
Eton Solutions
Muralidhran (Murali) Nadarajah, Global Head of R&D and AI at Eton Solutions, leverages over three decades of global experience in system integration and professional services. His expertise in digital transformation, AI, and analytics spans across the US, UK, and Asia.
Murali’s career is distinguished by his roles as CEO, CTO, and CIO at HCL, BancTec, and DXC Technologies (formerly CSC and HP Enterprises), including co-founding VC-funded ventures like Digité. He has driven significant innovations such as an award-winning automatic fare system and the world’s first nationwide cloud-based virtual learning environment. His contributions to high-impact projects for financial titans like American Express and Goldman Sachs showcase his strategic vision and commitment to transforming industries through technology.
At Eton, he led the transformation of AtlasFive into a cloud-native platform, now hosted securely across multiple countries. The platform re-architecting also allowed the transformation of AtlasFive to economically address wealth owners with lower AUMs.
He broadened cybersecurity, privacy and responsible AI measures, adding ISO27001, ISO27701, ISO42001 certifications to the existing SOC1 and SOC2 compliance.
With a deep-rooted background in AI that began over 37 years ago during his academic tenure, Murali leads the EtonAITM integration of LLMs, expert systems, and machine learning into AtlasFive®, transforming user experience and embedding AI into every aspect of our company’s operations from Product Development to Engineering, Implementation and Services. Murali is the inventor behind several patents and provisional patents in the design of autonomous AI agents, context-aware AI-based OCR, and AI-based dynamic visualization.
The Dual Frontier of Wealth Advisory Cybersecurity: Protecting Both your Individual Clients and your Firm's Personnel from Cyberattacks

Jennifer Beckage
Managing Director
The Beckage Firm
Beckage is counsel to some of the globe’s largest organizations, brands, not-for-profits, celebrities, high- net-worth individuals, and Fortune 100 Companies. She counsels on space, AI, and other technology. She is a peer nominated multiple year recipient of Best Lawyer© in America, and SuperLawyer© designation for technology and litigation. She has been a finalist for 3 years in a row for the Cyber Risk Industry Person of the Year (attorney) at the Zywave Cyber Risk Awards. She has also been recognized in The Legal 500 New York Elite for Cybersecurity and Data Protection, reflecting her leadership in high‑stakes incident response and data privacy matters. Jennifer is often interviewed by international media and speaks globally on AI, space, crypto, quantum, blockchain, emerging tech, and data security and privacy matters. Beckage received an MIT “Artificial Intelligence: Implications for Business Strategy” Certification in 2020 and taught masters data scientists at the State University of New York (SUNY) on AI and cybersecurity and privacy. She is also a Certified Information Privacy Professional, United States (CIPP/US) and Certified Information Privacy Professional, Europe (CIPP/E). Jennifer is a graduate of The University at Buffalo School of law and has been named the school’s Most Innovative Alumni. Prior to her legal career, Beckage owned and led technology companies, one of which she helped lead to the sale to a publicly traded company, which retained her as VP Operations for technical products and services.

Chris Hamilton
Managing Director of the Alliances Channel
BlackCloak
Chris Hamilton is the Managing Director of the Alliances Channel at BlackCloak, where he oversees and drives valued partnerships across family offices, wealth management firms, financial institutions, insurance providers, and law firms. Throughout his career, Chris has held leadership positions in a variety of private client risk platforms. Following a career in the insurance sector, he built and ran and a specialized Risk silo for a prominent wealth management firm, designing strategies to mitigate the complex cyber, physical, and specialty insurance risks unique to HNW individuals. An accomplished thought leader, Chris regularly participates in industry panel discussions on personal HNW and cyber risk management. He frequently authors articles for leading insurance, legal, and wealth management publications, and advises wealth professionals on protecting their clients from executive and digital threats. BlackCloak, through its Private Client Services division, partners with top-tier private banks, 50+ single-family offices, and 150+ multi-family offices and wealth management firms to deliver comprehensive digital protection to (U)HNW Clients and their families. Recognized for its industry leadership, BlackCloak has won the Family Wealth Report award for Personal Cybersecurity Risk Management in 2026 and years prior. As a pioneer in the sector, BlackCloak sets the industry standard by operating the only fully US-based Security Operations Center (SOC) combined with a dedicated Concierge Team, providing best in class technology, unparalleled security, immediate incident response, and full peace of mind for family office advisors and their clients.

Kevin Pechumer
Account Executive
BlackCloak
Kevin Pechumer is an Account Executive at BlackCloak, a leading provider of Digital Executive Protection and concierge cybersecurity solutions for family offices, high-net-worth (HNW) individuals, and their families. With a robust background in cyber consulting and cybersecurity sales, Kevin has spent years advising organizations and HNW clients on risk mitigation strategies. He specializes in helping family offices and ultra-high-net-worth (UHNW) clients safeguard their digital lives against evolving threats like targeted cyberattacks, identity theft, and privacy breaches. In his work, Kevin makes cybersecurity practical and approachable, acting as a trusted advisor for clients — helping them navigate the complex landscape of digital risks with clear, actionable guidance that fits seamlessly into busy lives. Kevin emphasizes education and empowerment: by becoming informed and implementing the right layered protections, families can move from fear to confidence and control. He bridges advanced enterprise-grade security with concierge-level service, simplifying technology, processes, and ongoing vigilance so clients can focus on what matters most — their families, wealth, and legacy. A passionate cybersecurity evangelist and proud father of two, Kevin is a University of Wisconsin-Madison alumnus who brings a client-first mindset honed through extensive cyber consulting and years of experience serving mid-market and enterprise organizations. At the Family Wealth Report Cybersecurity summit, he’ll be sharing practical insights on protecting wealth, reputation, and legacy in an increasingly digital world.

Edward V. Marshall
Founder and CEO
Presage Global
Edward is the Founder and CEO of Presage Global, an intelligence-powered risk and business advisory firm. Presage is a trusted partner to c-suites and boards, family offices, and investors. Edward is a family office insider and a leading family office researcher, advisor, and author. He is also a risk and threat management specialist, working with families to reduce their cyber, physical, financial, operational, and reputational risk profiles.
Edward is a member of the Advisory Board and co-heads the Family Office Initiative at the UHNW Institute, a think tank organized to support family offices and UHNW individuals by promoting best practices, professional development, and positive change in the family office and family wealth field. He also co-authored the book, The Family Office: A Comprehensive Guide for Advisers, Practitioners, and Students.
Prior to founding Presage Global, Edward held leading family office roles at Dentons, Credit Suisse, Citibank, and Boston Private. He joined Credit Suisse from Booz Allen Hamilton and previously was a research assistant at The Kennan Institute and lectured as an Adjunct Professor at the Henley-Putnam School of Strategic Security. Edward began his career in the public sector, working for the federal government in the United States and abroad.
Edward serves as the Senior Advisor to the President of The Kyiv School of Economics in Ukraine and founded "After Service", a Ukrainian NGO focused on reducing veteran suicide and supporting Ukrainian veterans in civilian life. He is a board member at the Defense Intelligence Memorial Foundation (DIMF), providing full scholarships to the families of Defense Intelligence officers killed in the line of duty, and an advisory board member for Americas Warrior Partnership (AWP), a nonprofit focused on reducing veteran suicide.
He earned his MBA from New York University’s Leonard N. Stern School of Business and a BS in Human Biology from Michigan State University.
2026 Outlook: Family Office Real World Overview

Warren Finkel
Managing Director, Northeast
Omega Systems
As Managing Director of Omega Systems' Northeast Region, Warren Finkel leverages decades of experience and deep-rooted relationships within the financial services sector. Prior to Omega's acquisition of ACE IT Solutions in 2022, where he founded and served as leader for 14 years, Warren cultivated a reputation for delivering exceptional, bespoke IT solutions to family offices, private equity firms, hedge funds, RIAs, and alternative asset firms. His proven ability to combine strategic IT vision with outstanding customer service makes him a highly sought-after advisor.
The AI Employee You Didn't Hire Is Running on the Data You Never Secured

Vishal Chawla
Founder and CEO
BluOcean Cyber
Vishal Chawla is Founder and CEO of BluOcean Cyber, and a former Big 4 Cybersecurity National and Global Practice Leader at PwC, Deloitte, and Grant Thornton. He has spoken at Black Hat, CES, and the ISC2 Security Congress. His work focuses on platform security programs for financial services, wealth management, and private equity organizations.
Afternoon keynote: Cybersecurity in Family Offices: Trust, AI, and the New Personal Threat Landscape

Aruna Rawat
Chief Information Security Officer
Pure Insurance
Aruna is an industry leader in information security with over 19 years of experience safeguarding sensitive member data and enabling secure business transformation. She has played a key role in strengthening cybersecurity programs at leading institutions, including Yale University and Stamford Health, thereby enhancing their security posture and resilience in complex environments. In her current role as Chief Information Security Officer at PURE (Privilege Underwriters Reciprocal Exchange), Aruna leads a high-performing cybersecurity organization and oversees a comprehensive enterprise security program across a distributed and regulated technology landscape. Her approach integrates advanced threat detection, a zero-trust architecture, and continuous risk assessment, while closely aligning with business priorities to enable secure innovation. She emphasizes proactive risk management, strong governance, and adherence to regulatory and industry frameworks. Known for her pragmatic and forward-looking mindset, Aruna embeds digital empathy into security practices to strengthen user trust and experience, and advances AI readiness through responsible governance and control frameworks. Aruna brings diverse cross-industry experience spanning higher education, telecommunications, healthcare, and insurance, enabling her to navigate complex risk landscapes with a balanced, strategic perspective. She holds a bachelor’s degree in Electronics and a master’s degree in computer science from Telecom SudParis, France. She maintains advanced certifications, including CISSP, CCSP, and
HCISPP, and remains actively engaged in staying ahead of evolving threats and emerging technologies. An active contributor to the cybersecurity community, Aruna is a former member of CHIEF, where she engaged with a network of senior women executives to exchange insights and advance leadership. She continues to foster collaboration through participation in security-focused initiatives and is committed to mentoring the next generation of cybersecurity professionals. She is also an active member of WiCyS and the Women Mentoring Network. A strong advocate for diversity, equity, and inclusion, Aruna champions initiatives that promote
representation and belonging. As a Women Leadership and API Community member at PURE and co-chair of the Women in Technology Group, she actively works to create inclusive environments and expand opportunities for others. Outside of her professional life, Aruna enjoys traveling, spending time with her two children and friends, continuously learning, and walking her dog, Tequila.
Ready to Deploy: Building a Cyber-Safe AI Roadmap for Your Family Office

Annette Garcia-Acosta
Director of Communications
Decypher Technologies
Annette Garcia-Acosta is Director of Communications at Decypher Technologies, where she leads content strategy and brand communications across the company's cybersecurity and managed IT practices. Her work centers on making complex technical subjects clear and accessible for non-technical decision-makers, including the family offices and ultra-high-net-worth clients Decypher serves. Before specializing in technology communications, Annette developed curriculum and exhibition materials for internationally recognized institutions, including the Ghetto Fighters' House Museum in Israel and the Memorial and Museum Auschwitz-Birkenau. Her background spans technology communications, educational content development, and historical research.

Farr Shepherd
President and Founder
Decypher Technologies
Farr Shepherd is President and Founder of Decypher Technologies, a cybersecurity-first managed service provider serving family offices, private investment companies, and ultra-high-net-worth families. He specializes in cybersecurity risk management for family office environments, with a particular focus on the security considerations that accompany AI adoption. Farr works with prominent families worldwide, securing their offices, estates, yachts, and private aircraft through programs tailored to each client's specific risk profile. Known for his discretion, he has built long-standing relationships with some of the world's most prominent families. Decypher is a Cisco Premier Partner, and Farr is listed as a referral resource by the Head of Cyber Advisory at J.P. Morgan Chase. Decypher was named a finalist in the cybersecurity category at the Thirteenth Family Wealth Report Awards 2026 and earned placement on the 2024 Inc. 5000 list. The company has also received a Cybersecurity Excellence Award and a 2024 Security Award from Corporate Vision Magazine.
Anatomy of an Attack: How Criminals Target a Family Office, and How to Fight Back

Gary Belvin
CISO
Gary has built his career at the intersection of national security, financial services, and emerging technology. His experience spans the National Security Agency, Google, a fintech CISO role protecting AI algorithms managing over 10% of daily US equity volume, and currently AI security at Databricks. At Google, he developed cryptographic innovations now embedded in WhatsApp, Signal, and iMessage, protecting billions of users worldwide. Gary also led a coalition of 30 Fortune 100 CISOs whose work contributed to Executive Order 13800 on strengthening national cyber defenses. He now advises family offices on cybersecurity strategy.

Sam Carruthers
Head of Partnerships
VanishID
Sam is the Head of Partnerships at VanishID, an AI-powered platform that continuously finds and removes sensitive data for executives, employees, and their families. Sam leads VanishID's channel and strategic alliance programs, building partnerships that extend digital protection to those who need it most.
Before VanishID, Sam spent 6+ years at McKinsey & Co. driving organizational strategy projects, ranging from Fortune 100 companies to the public sector agencies.
He has a Masters in Industrial/Organizational Psychology, and is an FAA certified drone pilot.

Mykolas Rambus
CEO and Co-Founder
Hush
Mykolas Rambus is the CEO and Co-Founder of Hush, the AI cybersecurity and privacy platform for companies and their employees. Before Hush, Mykolas was an executive at the credit bureau and data broker Equifax, co-founded Wealth-X, the world’s largest database of information on wealthy people, and led information technology at Forbes Magazine and the real estate firm W.P. Carey. He’s an award-winning technologist, having begun his career launching a tech startup from his dorm room at MIT.

Seth Spreadbury
Vice President, National Family Office Practice Leader
Marsh McLennan Agency (MMA)
Seth plays a crucial role in managing and driving the production of Management Liability insurance for a diverse clientele that includes Family Offices, Law Firms, Trustees, and other professional service providers across the nation. He is well-versed in Errors & Omissions, Directors and Officers, Employment Practices, Fiduciary, and Cyber Liability as well as Fidelity Bonds. With a network of over 120 family office clients and connections with hundreds more, Seth has the ability to leverage resources and connections to address many of the common challenges faced by Family Offices, including: establishing a family office, tax structuring, private trust company formation and situs, valuation of illiquid assets and family office corporate governance. Seth was recently recognized by Risk & Insurance® magazine as a 2025 Power Broker® award honoree for demonstrating exceptional problem solving, customer service and industry knowledge with Financial Institutions. His experience working nearly a decade on the carrier side as an underwriter including three years as a Senior Strategic Alliance Specialist with Chubb provided Seth with a wealth of knowledge and first-hand experience into how insurers price, structure and underwrite the technical policies within executive liability insurance. This expertise and technical background provide him an affinity for policy language and allows him to educate consumers on their risk to ensure they understand the mechanisms available to reduce or transfer that risk. When he’s not working, Seth enjoys spending time with his family, is an exercise enthusiast and competitor, involved in youth sports and plays golf.
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