Transcrito
Ep. 121 - Insurance Strategies for Family Offices: A Holistic Approach to Risk Management
24 de jul. de 2024 ·
43m 52s
Descarga y escucha en cualquier lugar
Descarga tus episodios favoritos y disfrútalos, ¡dondequiera que estés! Regístrate o inicia sesión ahora para acceder a la escucha sin conexión.
Ep. 121 - Insurance Strategies for Family Offices: A Holistic Approach to Risk Management
Esta transcripción es generada automáticamente. Ten en cuenta que no se garantiza una precisión absoluta.
Descripción
This in-depth podcast discusses strategic approaches to holistically managing insurance and risk for family offices. Representatives from Parallel Risk Advisors share how they work to understand each family's unique needs...
mostra más
This in-depth podcast discusses strategic approaches to holistically managing insurance and risk for family offices. Representatives from Parallel Risk Advisors share how they work to understand each family's unique needs and goals beyond just policy placement. Listeners learn about common coverage gaps found in new family offices and the importance of educating subsequent generations. Excellent case studies demonstrate how proactive risk management and the right insurance solutions can protect not only assets but also a family's reputation and legacy. Attendees will gain actionable insights for developing comprehensive programs, building trusted long-term partnerships, and successfully stewarding wealth across generations through challenges. This presentation highlights the value of taking a bird's-eye view and cultivating a culture of transparency, accountability and wealth preservation.
#FamilyWealth #LegacyPlanning #Succession #TrustManagement #Governance #Policy #Procedures #Controls #Compliance #ClaimsAdvocacy #LenderRequirements #InvestorRelations #TransactionalRisk #ConstructionRisk #EmploymentPractices #PrivacyProtection #EnvironmentalRisk #Cybersecurity #DataBreach #Reputation #Litigation #DefenseCosts #PremiumCostOptimization
mostra menos
#FamilyWealth #LegacyPlanning #Succession #TrustManagement #Governance #Policy #Procedures #Controls #Compliance #ClaimsAdvocacy #LenderRequirements #InvestorRelations #TransactionalRisk #ConstructionRisk #EmploymentPractices #PrivacyProtection #EnvironmentalRisk #Cybersecurity #DataBreach #Reputation #Litigation #DefenseCosts #PremiumCostOptimization
Información
Copyright 2024 - Spreaker Inc. an iHeartMedia Company
