How Cyber Secure Is Your Family Office?

Kaufman Rossin, one of the top CPA and advisory firms in the U.S., has guided businesses and their leaders for more than six decades. 600+ employees deliver traditional audit, tax, and accounting, plus business consulting, risk advisory and forensic advisory services. Affiliates offer wealth, insurance, and fund administration. We’ve earned many awards, but we’re most proud of our Best of Accounting®️ Award for superior client service for four years running, because it’s based on ratings from more than 1,000 of our clients.

Explore Firm Details

Cybersecurity threats are increasing—and family offices are prime targets. Sensitive data, financial transactions, and personal information make them appealing to cybercriminals.

United States Technology

Jeffrey Bernstein and Todd Kesterson

Article Insights

Jeffrey Bernstein’s articles from Kaufman Rossin are most popular:

with readers working within the Retail & Leisure industries

Kaufman Rossin are most popular:

within Accounting and Audit, Government and Public Sector topic(s)
with Finance and Tax Executives
in European Union

Protect your family's wealth from hidden digital risks.

Cybersecurity threats are increasing—and family offices are prime targets. Sensitive data, financial transactions, and personal information make them appealing to cybercriminals. This checklist outlines practical steps to strengthen your defenses, from access controls and data encryption to phishing prevention and travel security. Download it to assess your current safeguards and identify where you can improve.

DOWNLOAD CHECKLIST

The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.

[View Source]

Authors

Jeffrey Bernstein

How Cyber Secure Is Your Family Office?

Contributor

Technology

Contributor

United States