A family office typically faces unique risk exposures when managing its family’s wealth legacy. Join Wesley Madara and Kama Warwick Moseley as they look at how risk management fits into the wealth management and transition process. They’ll review recent case studies, identify common red flags and discuss means to effectively assess and mitigate risk exposures.
Upon completion of this program, participants will be able to:
- Identify common risk management red flags for successful families
- Discuss activities that can help reduce and manage risk
- Discuss how proper risk management can be incorporated into a family office