How to avoid common pitfalls in your trust accounting
Avoid exposing your law firm to potentially severe penalties. Take time today to review your trust accounting.

Law firms can face significant consequences for mismanagement of trust accounts. Review this criteria to check whether you have the proper controls in place at your firm.

Download this checklist for eight specific items to consider.

CHECKLIST
Cybersecurity essentials for investment funds
Is your investment fund’s cybersecurity strategy strong enough?

Pooled investment vehicles such as hedge funds and private equity funds handle sensitive financial data, making them prime targets for cyber threats. With evolving risks and regulatory demands, it's critical to evaluate and strengthen your cybersecurity posture, from access controls and data encryption to incident response planning.

Download this checklist to assess your fund’s cybersecurity posture.


GET THE CHECKLIST

GET THE CHECKLIST

Key Contact

jeffrey-bernstein-thumbnail.jpg

Jeffrey Bernstein

Director of Cybersecurity and Data Privacy, Risk Advisory Services

Boca Raton

Lindsay Kaiser.jpg

Lindsay Kaiser

Manager, R&D Tax and Cost Segregation Services

Miami