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Join us for an exclusive MasterClass hosted by Danielle Patterson, CEO of Family Office List, featuring special guest Julia Valentine, CEO of Family Office Alpha.
Julia brings over 20 years of experience at top-tier firms, including JPMorgan, D.E. Shaw, and Mousse Partners, a prominent family office. She has also served as COO and CTO of a public pension fund with $110 billion in assets under management and is currently a board member of Apple Bank, New York's largest state-chartered savings bank with $17 billion in assets and $15 billion in deposits.
In this session, Danielle and Julia will explore the critical topic of Family Office Technology & Cybersecurity. According to a recent JPMorgan Global Family Office report, 25% of family offices have experienced cybersecurity breaches or fraud, yet only one in five has adequate cybersecurity measures in place. This MasterClass will cover why cybersecurity should be a top priority, how to assess and enhance your family office’s defenses, and the essential steps to protect your reputation and assets.
Key Topics Covered:
- Why cybersecurity should be top of mind for family offices
- How to determine your starting point and create a roadmap to success
- What to expect from an in-house team and how to manage a reasonable budget
- Evaluating and improving your technology infrastructure
- How to assess technology providers and the quality of your governance and internal controls