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Webinar Replay: The Obsolete Armor: Integrated Risk Management for the AI Era
Traditional security defenses are no longer sufficient to protect family offices from the rapid advancement of AI-driven threats. Low-cost tools like voice cloning and deepfakes have effectively neutralized many of the safeguards that families and…
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Three Ways You Can Support Diversity, Equity and Inclusion
While the opportunity to create and sustain wealth has been limited for many people of…
Roundtable Replay: The Family Business in Transition: Rethink, Rebalance, Reinvent
Roundtable Replay: The Family Business in Transition: Rethink, Rebalance, Reinvent Passing the reins of the…
Institute Spotlight: Dennis Jaffe
As part of the Institute’s mission to provide educational content and opportunities to engage with…
Reimagining Family Business Transitions: Rethinking, Rebalancing, Reinventing
Successfully passing the reins of the family business to the next leader or owner is…
Quarterly Newsletter: Volume 1, January 2023
In the inaugural issue of the Quarterly Newsletter, you will find a Letter from the…
Webinar Replay: How Economic Challenges Shape Advisor-Family Dynamics
Between a world of high inflation, rising interest rates and market volatility, families across the…