Ensuring data privacy and compliance for ultra-high net worth families

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Presented by

Josh Kanter, Founder & CEO of leafplanner, Bob Lam, Co-Founder & CEO of ShardSecure

About this talk

leafplanner offers a SaaS solution that empowers high-net-worth families to prepare for the future. leafplanner’s application creates a dynamic, regularly updated repository of knowledge about estates, assets, business relationships, family operations, and much more. The information is highly sensitive and requires: Advanced data privacy: The company aggregates crucial documents like trusts, wills, and passports as well as information ranging from complex assets to streaming service passwords. Collectively, these confidential documents paint a highly detailed picture of a family’s personal affairs, making them a valuable target for cyberattacks. Data Security is #1 concern of their customers: leafplanner also needed to earn their clients’ trust by going beyond standard data privacy technology. Most high-net-worth families operate with a high focus on anonymity, and most are also well educated on cyberthreats by their security teams. Run-of-the-mill privacy measures like MFA and encryption are bare minimums and would not suffice for these clients. Easy SaaS integration and SOC2 compliance: Finally, leafplanner needed to seamlessly slot the security solution into their existing SaaS application architecture. One of their selling points was ease of use, so the company wanted to make sure that the process of adding and updating family information remained smooth for clients. In this session leafplanner will discuss: - Securing extremely sensitive data in the cloud and the concerns of AWS - How ShardSecure provides an elevated level of trust and security to their clients - Why trust is key for all Saas providers in today’s world - How preparing for the SOC2 compliance process will be simplified by ShardSecure’s solution - Q & A
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