3 REASONS WEALTHY FAMILIES NEED TO CONTROL THEIR DATA

September 2019

So many advisors, so many systems - where is the source of truth of a family's wealth and who should control this information?

Blog, Bob Miller

PRIVACY BY DESIGN?
IS THIS A REAL THING?

 

May 2019

It is going to take more than contracts, insurance and guiding principals to comply with global privacy regulation.

LinkedIN, Bob Miller

4 QUESTIONS ADVISORS SHOULD BE ASKING THEIR WEALTHY CLIENTS

October 2018

For almost 20 years we have assisted wealthy families and their advisors navigate a changing world.

 

ThinkAdvisor, Bob Miller

3 THINGS BANKS ARE DOING TO CREATE ALPHA ADVISORS

September 2019

How private banks are integrating data and digital wealth solutions into the high-trust private client relationship.

Blog, Bob Miller

A LETTER TO THOSE ENTRUSTED WITH MY PRIVACY

October 2018

Just this past week Facebook left 55M people wondering .. a letter to those now responsible for protecting us.

LinkedIN, Bob  Miller

GDPR-LIKE REGULATION IS INEVITABLE AND GOOD FOR THE BANKING

July 2018

A couple of months into GDPR and still we debate whether it is good or bad.  We need to get on with implementation.

LinkedIn, Bob Miller

ARE ALTERNATIVE INVESTMENTS READY FOR DEMOCRATIZATION

August 2019

How will the industry transform to serve a broader and "less-accredited" investor?

Blog, Bob Miller

WE NEED NEW IDENTITIES. THE SYSTEM NEEDS A RETHINK.

September 2018

Our system is compromised. To rebuild our privacy infrastructure requires a reset in how we manage identity.

LinkedIn, Bob Miller