Family Office Alpha offers managed services for family offices.
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New York | Beverly Hills | Miami, US
Learn from an exceptional cybersecurity expert, Chris Hetner: top of mind cybersecurity issues for RIAs. Ann C. Oleson Tracy A. McWilliams Christopher Hetner Brinkley Skye Anthony M. C. Danielle Patterson James A. Garrick Jones Ricardo Bey Al Pettit Jason Kolker Mike Blogna
Join us for this exceptional discussion of new SEC rules impacting RIA cybersecurity practices. Register: https://lnkd.in/ef6Wygnu
Join us for this exceptional discussion of new SEC rules impacting RIA cybersecurity practices. Register: https://lnkd.in/ef6Wygnu
Family Office Report by JPMorgan reveals that one-quarter of family offices surveyed report exposure to a cybersecurity breach of fraud, and yet 20% of them do not have cybersecurity measures in place. https://lnkd.in/gTqY_q75 Ann C. Oleson Anthony M. C. Christopher Hetner Brinkley Skye Nguyen Almonte Tracy A. McWilliams
We are excited to create the future of Athlete Wealth and Career Management together with the legendary Leonard Sports Management. Ray Leonard Jr🥊🥊 Jason Kolker Mike Blogna Tracy A. McWilliams Caitlin Panasci Brinkley Skye James A. Kim Francis Todd Irwin Meghan Sullivan Boustany Garrick Jones Ricardo Bey Olga Arakcheyev, CFA, CPA, ABV, CG Appraiser
We are pleased to invite you to a complimentary webinar exploring the "Reputational & Financial Impact of Cyber Events for RIAs," hosted by Family Office Alpha. This session will take place on: Date & Time: July 25, 11:00 AM - 12:00 PM ET Webinar Length: 60 minutes Register: https://lnkd.in/ey2ZizGi Ann C. Oleson Tracy A. McWilliams Caitlin Panasci Brinkley Skye Anthony M. C. Mike Wilkes Mike Blogna Danielle Patterson
David Teten | Venture Partner, Coolwater Capital | Founder, Versatile VC speaking at the Global Family Office Governance and Technology Summit by Digital Evolution Institute in May of 2024 at Fordham University. David's keynote on how the most tech-savvy Family Offices are using AI, Tech and Analytics highlights the opportunities and challenges around this cutting edge topic. https://lnkd.in/gRKaqMTq
The Future of Investment conference organized by the Austria Trade Commission was an exceptional opportunity to compare notes on family office priorities in Austria and the U.S. It was a privilege to be a part of this exceptional panel. Victoria Liedl Tracy A. McWilliams Caitlin Panasci Brinkley Skye Ann C. Oleson Philipp Mayerhofer Johannes Arnold Julian Horky , Albert C. Johnston, III , Rowena Dungca Christopher Meier , Camillo Schmidt-Chiari , Jennifer Zambri , Thomas Kennedy , Ashmi M. , Sara Collins , Megan Worrell , Xiaomo Liu , Stephen Jury , Tim Woodhouse , Emanuel Coelho Leonardo Hsu #FutureOfInvestment #InvestmentStrategies #FamilyOffices #RealEstateManagement #AIinInvestment #JPmorganInsights"
The Exceptional Future of Investment conference in May 2024 explored the Family Office governance and deal sourcing in Austria and the U.S. It was an honor to be a part of it! Victoria Liedl Tracy A. McWilliams Brinkley Skye Ann C. Oleson
Lois Colley, President and Founder of Colley Intelligence, shared her thoughts on corporate governance, due diligence, and protection from bad actors. We are honored to receive the benefit of her experience. https://lnkd.in/e5wrfVdw