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Ep. 121 - Insurance Strategies for Family Offices: A Holistic Approach to Risk Management
Manage episode 430613972 series 3579397
Treść dostarczona przez Family Office Real Estate Institute. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Family Office Real Estate Institute lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
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
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