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Crystal & Company Offers Advice on Mitigating Technological Risks for Digital Family Offices at Upcoming Family Wealth Report Event


Crystal & Company, a leading insurance brokerage firm headquartered in New York City with 11 regional offices across the country, is pleased to announce Sandy Crystal, Executive Vice President, and Linda Bourn, Executive Managing Director of Family Enterprise Risk Practice, will participate in the upcoming Family Wealth Report Fintech Summit.

The summit, which will be held on February 28 in New York City, will highlight the role technology has played in the financial services industry and how family offices in particular can benefit from leveraging financial technologies. Presentations from a number of experts across industries will offer insight into the technological advantages and challenges family offices face as the fintech landscape evolves.

Sandy leads the firm’s Financial Institutions Group and oversees the company’s commercial brokerage operations which consist of Commercial Insurance Services, Employee Benefits Services and the Management and Professional Risk Group. His panel will discuss how to mitigate potential cybersecurity threats that can affect digital family offices. Linda Bourn will leverage over 20 years of experience advising family businesses to explain the challenges, benefits and risks associated with the digital family office.

“As a third-generation family owned and operated business, we at Crystal & Company understand the unique needs of family offices,” said Crystal. “We continue to adapt to a changing technology landscape, developing risk management services and tailoring solutions to meet our clients’ complex needs.”

About Crystal & Company

Crystal & Company is the home for talented insurance professionals: creative, committed to their clients and driven to deliver extraordinary results. The company drives the strategy and execution behind insurance and employee benefits programs for businesses that want to be smart about risk. Crystal & Company is the insurance brokerage of choice for leading financial institutions, corporations, and nonprofit organizations.

Headquartered in New York City, the firm has 11 regional offices throughout the United States and is an equity owner of Brokerslink, a global broking company with members in more than 95 countries around the world. Visit www.crystalco.com.

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