Breakout Session C: Protecting Your Wealth Through an Enterprise Risk Management Approach

Enterprise Risk Management offers a robust approach to managing risk for families, developing a cost effective, comprehensive plan taking into consideration the rapidly evolving nature of our clients’ needs. It takes a holistic approach to identifying, defining, quantifying, analyzing and providing solutions to all the identifiable exposures facing family offices. This session will review the 5 Steps of Risk Management, Loss Control, Loss Mitigation and Transfer of Risk. The understanding of risks using case studies will demonstrate the emerging exposures with current and future generations and how we are proactively addressing the needs of complex families.