Internet Security for Family Offices: 10 Steps to Protect Online Information White Paper

The Internet has brought connection, communication and efficiency to the business world, including family offices. However, conducting business online without proper security and knowledge of risks can endanger the family and its sensitive financial and personal data.

Awareness is a family office’s best defense. This guide, co-authored by SEI Family Office Services and TrustedFamily, provides an overview of the expertise, planning and effort required to safeguard confidential information along with best practices for Internet use.

This white paper will help readers:

  • Establish a strategy for Wi-Fi network setup and providing access
  • Encourage employee and family participation with social media, password and email guidelines
  • Choose security technology, including VPN and encryption software, and define elements to secure
Internet Security for Family Offices White Paper