FOR IMMEDIATE RELEASE

Forest Systems and FoxPointe Solutions Announce Strategic Partnership to Strengthen Cybersecurity for Family Offices

SILICON VALLEY, CA — June 20, 2025

In response to the growing cybersecurity threats facing family offices and financial firms, Forest Systems, a leading provider of AI-powered document and process management tools, is proud to announce a new strategic partnership with FoxPointe Solutions, a cybersecurity, risk management, and compliance advisory firm and a division of The Bonadio Group, a Top 50 U.S. accounting firm.

This collaboration brings together two firms deeply committed to helping family offices and professional services organizations navigate the increasingly complex and high-stakes cybersecurity landscape.

According to recent research from Deloitte, 43% of family offices globally have experienced a cyberattack in the past two years, with 25% suffering three or more. Those based in North America are the most frequently targeted. As cyber threats continue to escalate, family offices must take a proactive and strategic approach to risk mitigation.

“This partnership is about delivering real solutions to real challenges,” said Ed Van Deman, Founder and CEO of Forest Systems. “Cybersecurity is no longer a siloed issue. It’s central to how modern financial organizations operate, and we believe that by partnering with FoxPointe, we can offer our clients a more comprehensive, deeply informed approach to risk management.”

FoxPointe Solutions brings decades of expertise in cybersecurity assessments, IT audits, regulatory compliance, and strategic risk consulting to the partnership. Combined with Forest Systems’ cloud-native technology and data-driven workflow solutions, the two firms will provide a uniquely powerful value proposition to clients who face increasing pressure to safeguard sensitive data and uphold trust.

Charlie Wood, Partner and Practice Lead at FoxPointe, emphasized the alignment between the two firms: “Both of our teams understand that cybersecurity isn’t just about checking a compliance box—it’s about protecting what matters most. Our clients manage highly confidential information, and this partnership enables us to serve them more holistically, combining technical expertise with operational insight.”

As part of the launch, Van Deman and Wood sat down to discuss the broader implications of the partnership and the evolving landscape of cybersecurity for family offices. Highlights from their conversation include:

• The Evolving Threat Landscape: Wood noted that many family offices still underestimate the scale of their exposure. “The biggest blind spots we see are not knowing what kind of data they have or who has access to it,” he said. Van Deman echoed that sentiment, adding, “Cybersecurity is extremely complex—and the risks are real, even if you haven’t experienced a breach yet.”
• The Role of Technology: The two leaders agreed that automation and AI are reshaping how organizations handle data and mitigate risk. “AI will revolutionize accounting,” said Van Deman. “It’s going to be radically different in just a few years, and cybersecurity has to evolve with it.”
• Building Trust Through Transparency: When asked about how to build trust in this environment, both emphasized integrity and consistency. “It starts with doing the right thing when no one’s watching,” said Wood. Van Deman added, “Trust is something you build over time by showing up, solving problems, and protecting your clients.”

The new partnership between Forest Systems and FoxPointe Solutions represents a shared vision for the future—one where technology and trust go hand in hand, and where firms work together to protect the most vulnerable elements of modern financial infrastructure.

About Forest Systems

Forest Systems builds intelligent systems for document and process management, designed specifically for professional services firms including family offices, CPA firms, and private equity. By combining cutting-edge automation with deep industry knowledge, Forest helps clients streamline operations and reduce risk.

About FoxPointe Solutions

FoxPointe Solutions, a division of The Bonadio Group, provides comprehensive cybersecurity, risk management, and compliance services for organizations across the financial, healthcare, education, and government sectors. Their experienced advisors help clients stay secure, compliant, and resilient in the face of ever-evolving threats.

Media Contact

Ed Van Deman
Founder & CEO, Forest Systems
evandeman@forestsystems.com

Charlie Wood
Partner & Practice Lead, FoxPointe Solutions
cwood@foxpointesolutions.com