Summits & Forums

Family Wealth Report Family Office Cybersecurity Forum 2026

Thursday - 11th June 2026

BNY
88 Murray St., New York, NY 10007

About Speakers & Sponsors Register

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:

  • Advanced Threat Intelligence: Understanding the specific social engineering and ransomware tactics aimed at high-net-worth individuals and their staff.

  • Vendor & Third-Party Risk: Establishing robust due diligence processes for external managers, custodians, and FinTech partners.

  • Cyber Governance: Developing and implementing effective family cybersecurity policies, training, and incident response plans.

  • 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.

Register now to secure your family’s digital future.

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

9:00 am

Welcome by Family Wealth Report and Opening Remarks by BNY's CISO Dave Robinson

9:20 am

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.

9:45 am

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.

10:15 am

Presentation 1: Cybersecurity Is No Longer Enough: Building Trust in the AI-Powered Family Office

For decades, cybersecurity focused on protecting systems from external threats. In the age of AI, that is only one part of the challenge. Family offices must also ensure that sensitive data remains private and that AI systems operate responsibly, transparently, and under human oversight. This session introduces the new foundation of Digital Trust—built on three interconnected pillars: Cybersecurity, Data Privacy, and Trusted AI. Together, these pillars enable family offices to confidently adopt AI-powered capabilities while safeguarding wealth, confidentiality, and reputation. The conversation shifts from “How do we stop bad actors?” to a far more important question: “How do we build systems that families can trust with their data, decisions, and digital operations?”
10:45 am

Networking and refreshments

11:20 am

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.

12:05 pm

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.

12:15 pm

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?

12:45 pm

Networking Lunch

1:45 pm

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.

2:15 pm

Fireside Chat 2: Ready to Deploy: Building a Cyber-Safe AI Roadmap for Your Family Office

2:45 pm

Networking and refreshments

3:15 pm

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.

4:00 pm

Summit Close and Drinks Reception

* Please not that the agenda has not been finalized and is subject to changes

About our Sponsors

Venue Partner

Content Sponsors

Exhibitor Sponsor

Opening Remarks

David Robinson

Chief Information Security Officer (CISO) and Managing Director

BNY

Matthew Semino

Senior Director, Senior Director, Wealth Advisor Global Family Office

BNY

Morning keynote: When the Wall Is Not Enough: Cybersecurity for the AI-Era Family Office

Scott Fogarty

CEO

Ridgeback Network Defense

Inside the hacker’s mind: How today’s cybercriminals target wealthy families

Josh Bartlett

Senior Account Executive

Cyberwolf

Charlotte Edwards

VP Operations

Cyberwolf

Cybersecurity Is No Longer Enough: Building Trust in the AI-Powered Family Office

Murali Nadarajah

Global Head of R&D and AI

Eton Solutions

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

Chris Hamilton

Managing Director of the Alliances Channel

BlackCloak

Kevin Pechumer

Account Executive

BlackCloak

Edward V. Marshall

Founder and CEO

Presage Global

2026 Outlook: Family Office Real World Overview

Warren Finkel

Managing Director, Northeast

Omega Systems

The AI Employee You Didn't Hire Is Running on the Data You Never Secured

Vishal Chawla

Founder and CEO

BluOcean Cyber

Afternoon keynote: Cybersecurity in Family Offices: Trust, AI, and the New Personal Threat Landscape

Aruna Rawat

Chief Information Security Officer

Pure Insurance

Ready to Deploy: Building a Cyber-Safe AI Roadmap for Your Family Office

Annette Garcia-Acosta

Director of Communications

Decypher Technologies

Farr Shepherd

President and Founder

Decypher Technologies

Anatomy of an Attack: How Criminals Target a Family Office, and How to Fight Back

Gary Belvin

CISO

Sam Carruthers

Head of Partnerships

VanishID

Mykolas Rambus

CEO and Co-Founder

Hush

Seth Spreadbury

Vice President, National Family Office Practice Leader

Marsh McLennan Agency (MMA)

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