Family Wealth Report Family Office Cybersecurity Forum 2026

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.

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.

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.

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.