In this world of identity theft, email spoofing and fraudulent tax returns family offices can so easily become a victim. How do I balance being responsive to family members, and ensuring the office is not a victim of fraud? Where do you create checks and balances in a small or thinly staffed office? This interactive session will discuss some of the many issues family offices face, best practices to avoid scams and how to best serve family clients in this challenging time.
Belinda Snedden, PwC
Charlie Carr, PwC
Chris Lohse, Senior Manager Corporate Security, Enterprise Products Company
Moderator: Laura Liang