In this 2009 Financial Executives Forum presentation, Paul Viollis, CEO of Risk Control Strategies, leads a discussion of new and old threats to our personal safety. From terrorism to cyber security, Dr. Viollis weaves actual experiences into best practices for keeping you and your family secure.
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In reaction to the volatility in the current financial markets and economic recession, FOX is exploring ways in which ultra-wealthy individuals and their advisors are adjusting their financial strategies and re-evaluating known and emerging risks. This 2009 FOX Financial Executives Forum presentation examines how investor thinking has changed and what it means for the advisor-client relationship.
How to Prevent Fraud and Minimize Risk
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Family offices develop complex and highly individual business models that can make fraud prevention programs difficult to implement. At the same time, family offices are exposed to various types of risk that can hamper their ability to protect family assets. In these two papers, Rothstein Kass explains practical methods for preventing fraud and minimizing the family office's exposure to risk.
Strategic Risk Management in Tough Times
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Tough financial times demand strong risk management systems while limiting the resources available for those systems. In their sixth annual risk management survey, Marsh and the Risk and Insurance Management Society examine strategic risk management in practice and offer recommendations for building strong risk management programs.
Family Law News: An update on British Family Court
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As of May, the press has access to British family court – a change that has implications for wealthy families. Withers LLP explores the ramifications of that decision for families in this set of articles. The lawyers also highlight cases showing that prenuptial agreements can be valuable and that rising and falling stock prices are not a reason for the court to reopen consent orders.
Because individuals are more vulnerable in a medical situation when traveling abroad, they are wise to assess risks and create an actionable plan to protect their health and well-being before they leave home. WorldClinic Inc. offers a helpful checklist of six things to consider as part of that preparation for travel.
In this 2009 FOX Wealth Advisor Forum presentation, hear from an accomplished branding and marketing expert who will discuss insights from his quantitative analysis of high-net-worth and ultra-high-net-worth behaviors. Dr. Taylor will address the way that the economic downturn and market volatility are affecting the investment strategies of ultra-wealthy individuals, and the potential of a widespread “flight from risk.” Dr.
The Danger of Inappropriate Email Usage
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At a time when some businesses are struggling simply to stay afloat, warnings over the dangers of inappropriate usage of business e-mail might seem misplaced. However, this remains a risk that can often be poorly managed and that could cause disproportionate damage to an already fragile corporate.
Recession and Its Effect on Crime
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An economic downturn increases crime and potential risk for ultra-wealthy families. This research paper from Insite Security notes evidence of criminal action against wealthy employers by their staffs during hard times and offers tips on what families can do to reduce the likelihood of being victimized.
Insurer Insolvency and the Impact on Policyholders
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Insurance companies face the same economic challenges as other businesses, so policyholders and advisors may be wondering what to expect if an insurer becomes insolvent. This article from the M Financial Group provides answers about what happens when an insurer is sold or goes into receivership.