This discussion brought together leaders from technology, cybersecurity, and wealth management to explore how artificial intelligence is reshaping both opportunity and risk in the digital lives of modern families. Hosted by Cresset’s Chief Technology Officer, Paul Algreen, and featuring Dr. Chris Pierson, Founder and CEO of BlackCloak, the conversation emphasized that protection today extends far beyond firewalls and passwords—it’s about preserving trust, identity, and legacy in an era of unprecedented technological change.
Key Themes
- Evolving Threat Landscape: As AI advances, so do the tools and tactics of bad actors. Deepfakes, impersonations, and targeted fraud now threaten not only institutions but individuals and families with wealth, visibility, or public presence.
- Holistic Digital Protection: True protection is about more than cybersecurity—it’s about aligning technology, behavior, and governance to safeguard reputation, identity, and relationships across generations.
- AI’s Dual Role: The same technologies driving business efficiency and innovation can also enable sophisticated attacks. Understanding this duality is critical for families seeking both growth and safety in the digital world.
- Proactive Defense and Preparedness: Building personal security systems and cultivating digital awareness within the family are essential. From monitoring devices to creating trusted response protocols, proactive defense empowers confidence and freedom.
- Partnership and Stewardship: Collaborating with trusted experts and advisors ensures that innovation is paired with vigilance—protecting not just data, but the integrity of family legacies.


