Monthly Letter

Palm Beach Chamber, Citi Private Bank, our new website, and preparing for tax scam season.

It was a big deal for TDS when we were nominated and short-listed for "Best Provider - Cybersecurity for Family Offices" last December. The awards are held annually by the Family Wealth Report, an industry association and authority. This year we are included for the cybersecurity category's introduction at their event in New York City this March.

But I have to admit, for me, this Tuesday's invitation to present at the Palm Beach Chamber of Commerce's monthly breakfast gathering is even more meaningful. Read more.

We are also sharing our experiences and findings from the field at the "Family Office Summit" with Citi Private Bank at the Tideline Ocean Resort and Spa in Palm Beach on Friday, February 23rd. Read more.

I hope you will visit our new website. It incorporates and "wire frames" the structure that has been evolving since we began. It's also aligned with our goal to be the premier cybersecurity platform provider for people and personal technology. See the new website, here.

The government's response, or lack thereof, regarding the Equifax breach, is reckless and dangerous. The AFP, or Association for Financial Professionals quotes me on the subject, here.

Finally, be extra aware and prepared for fraud and scams related to your tax return this year. The IRS and FBI expect this season to be as bad or likely worse than any year before. Read more about the measures you can take to avoid being a victim.