AI is changing how family offices think about risk
AI has changed the conversation about cybersecurity. The Cyber Foundation and Robert Half are excited to bring family office and wealth management leaders together to share how we think about AI and cyber as a function of how we train and educate our people, foster mindful cultures, and consider how to best wield the powerful AI tools at our disposal.
AI puts pressure on the fundamentals
Get the basics right before you add tools.
Culture before technology
The best tool is still a well-prepared human.
It starts when you hire
Hiring and onboarding set the tone.
Everyone has a role now
Small actions by anyone on the team matter.
Among other topics. Tell us which ones matter most to you.
Rank your topics
Ren Friedman, CPA
Practice Director, Robert Half Financial Services Group
Ynez Arce
Co-founder / Advisor, The Cyber Foundation
A family office executive with nearly two decades leading family office finance and operations.
Kasey Batterman
Co-founder, The Cyber Foundation. Founder, Atro
In security for ultra-high-net-worth families since 2003, including head of cybersecurity at several family offices.
Gary Bonner
Head of Operations & Technology, Parallel Advisors
Runs operations and technology at a wealth management firm. TCF advisory committee.
Jen Richardson
Founder, Richardson Leadership Solutions
Created Forge, the family office community at Fidelity Labs. Coaches family office executives and teams.
What would you most like to get out of the discussion?
Rank the top 3 topics that sound the most interesting to you, or that you'd want to include in the discussion.
Thank you.
We will shape the discussion around your ranking. See you on October 29.
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See you on October 29.
We support the leaders who serve family offices.
The Cyber Foundation is a nonprofit* organization founded in 2024 as a vendor-agnostic thought leader providing advisory services and industry benchmarking centered on families and the people who serve them.
Our 2025 survey, The State of Family Office Cybersecurity, showed that family office leaders carry full responsibility for security with little training, support, or peer collaboration. We built The Cyber Foundation to change that.
Our 2026 survey on family office AI adoption and cybersecurity is open now. Your answers shape what we share on October 29.
* The Cyber Foundation is a fiscally sponsored project of the Digital Harbor Foundation.