An Interview with Holly Isdale (’86) on Cyber Safe Families

Cornell Family Business Scholar Holly Isdale (’86) recently shared her insights on “Cyber Safe Families” based on the work she has done with many businesses. Originally shared on The Practitioner on September 28, 2016. She is interviewed here by Lanie Jordan, formerly of Wilkes University.

Access the podcast here. Cyber Safe Families

About the contributors

Holly IsdaleHolly Isdale is a tax attorney by training and has spent the last two decades advising wealthy families on estate, financial and investment matters. Holly founded Wealthaven in 2010 to serve as an outsourced, full service, family office for some families and handle strategic projects as needed for other clients. Holly received her B.A., cum laude, from Cornell University in 1986 and her J.D. from Boston University School of Law in 1990. She is a noted speaker on a wide variety of topics around investment and financial planning, digital death, gamification, and the importance of playtime. She has been widely quoted in the financial and mainstream media. Holly can be reached at

Lanie Jordan, FFI Fellow, is the former executive director of of the Sidhu School of Business at Wilkes University and a member of The Practitioner editorial committee

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