Wealth may be structured to either protect assets or make them harder to reach by creditors. While fraudulent conveyance with respect to existing claims is an unavoidable risk, steps should be taken sooner rather than later. Understanding the various asset protection techniques that are typically used and the “fraudulent transfer” rules that may undermine any asset protection structure is critical to examining what level of asset protection is best suited for you.
Insurance Planning and Coverage
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Wildfire Preparedness: A Basic Checklist
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Knowing what to do and what not to do before, during, and after a wildfire can go a long way in protecting you, your family, and personal property from harm. To help prepare and protect yourself against a wildfire, a checklist of practical steps is provided.
Transactional Risk 2017: Year in Review
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Strategic investors and private equity firms around the world turned to transactional risk insurance in record numbers in 2017 to reduce deal risk in a highly competitive mergers and acquisitions (M&A) environment. In the latest Transactional Risk report, it provides details on the demand for transactional risk insurance globally. Other key findings include corporate buyers increasing their use of transactional risk insurance and a demand for both traditional and innovative transactional risk products is rising, particularly for contingent tax risk.
Transactions for the purchase and sale of businesses are rarely all cash deals. No matter the transaction structure, the use of financing to consummate the purchase creates a new dimension and layers of complexity requiring additional scrutiny and analysis by a discerning seller (or its principals). When financing the purchase of your business, there are five things the deal team should consider.
While most indicators predict a healthy economy in the near future, the inevitable downturn lurks ominously on the horizon. In addition, tension with Russia and China, as well as the threat of renewed violence in the Middle East creates warranted anxiety among investors. Certainly the landscape of risks investors and family offices face continues to evolve and some risks may play out slowly over years or decades, but even those discussed daily in the media could play out in different ways.
Breakout Session C: Protecting Your Wealth Through an Enterprise Risk Management Approach
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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.
Massive data breaches, constant collection of personal data—it may seem like privacy is dead in the digital age. But privacy, security, and trust are increasingly vital and intertwined in a data-driven society. For CEOs and boards, the existential question is less about the future of privacy and more about the future of their own organization, including if their company can muster the will and imagination needed to jolt stalled privacy risk management into action and become a trusted brand for responsible innovation and data usage.
Presented at the 2018 FOX Family Security WorkshopJuly 18-19, 2018
A Hacker's Guide to Physical Security
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Presented at the 2018 FOX Family Security WorkshopJuly 18-19, 2018
Personal Security 101
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Presented at the 2018 FOX Family Security WorkshopJuly 18-19, 2018