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New England Chapter Event March 23, 2017
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New England Chapter Event March 23, 2017

Cyber Safe Families: Leadership lessons and best practices

When: Thursday, March 23, 2017
From 5:15 PM till 8:00 PM
Where: U.S. Trust
100 Federal Street
Boston, MA  02110
United States
Contact: Amanda Walker
617-482-3045 x24

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Cyber Safe Families: Leadership lessons and best practices


Like everything it touches, the Internet has successfully democratized cyber risk, and the theft of personal information has become the #1 motive for most all cyber attacks today. Unlike IT security threats of just a few years ago, the target of attacks in modern cyber warfare is focused on individuals and their personal information. This presentation examines how and why we got here, what the future holds, and provides context, framework, and suggested measures for families and their advisors seeking answers to the emerging challenges ahead.


About the Presenter:



Holly Isdale-Founder of Wealthaven

Dubbed “the Fixer” by Town and Country magazine, Holly Isdale is one of the leading financial advisors in the United States.  Her lifelong passion has been to simplify the complex. Over the course of her career, she has become a trusted advisor for several of the country’s wealthiest families and entrepreneurs, advising on their personal and financial affairs and helping to shape some of the largest IPOs and mergers in history. 

A tax attorney by training, Holly began her career with Fried, Frank, Harris, Shriver and Jacobson in New York City. Tiring quickly of accounting for her days in 6-minute time increments, Holly decamped to Wall Street, where she led the estate and financial planning efforts for JPMorgan, Goldman Sachs and then Lehman Brothers. After Lehman, she oversaw the Advisory and Family Office teams within Bessemer Trust.  

Recognizing even families with unlimited resources were unable to obtain truly conflict-free advice, Holly founded Wealthaven, in 2010, as a fee-based consulting firm, working families, their closely held businesses, and executive teams on complex transitions, succession and governance matters. Representative projects include the creation and operation of private trust companies and family offices, development of shareholder agreements or other governance structures around closely held businesses and significant work in trustee-beneficiary relations. Wealthaven placed $2.5 billion on behalf of clients in 2015 alone.  

Holly received her B.A., cum laude, from Cornell University in 1986 and her J.D. from Boston University School of Law in 1990.  She is a noted speaker on a wide variety of topics around investment and financial planning, digital death, gamification, and the importance of playtime.  She has been widely quoted in the financial and mainstream media.