In today’s hyperconnected world, news headlines are filled with stories about identity exposure, data breaches and other major threats to your personal information and financial assets. This guide provides best practices, resources, and actionable advice to help you protect yourself or recover from a cyberattack.
Risk Management
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Making Insurance a Cornerstone of Wealth Management
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With the past two years as a backdrop, risk management and insurance for 2022 will be anything but simple. It will entail assessing vulnerabilities with regards to changes such as permanent work-from-home arrangements, increased exposure to extreme weather events, cybercrime, and various pandemic-related ripple effects. High net worth individuals and families will need to look at risk management and insurance in a whole new light: It’s no longer a commodity but an important part of protecting their lifestyle and future.
What to Look for in an Independent Agent or Broker
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Whether you’ve worked with ultra-high-net-worth clients for years or are just starting to grow that business, you know that these families and individuals are typically very private and prefer to deal exclusively with trusted advisors. When considering the right independent insurance agents or brokers, there are six things to keep in mind when making your decision.
Family Office Crisis Response and Recovery
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The list of compounding emergencies – both natural disasters and beyond – that we face today seems increasingly difficult to manage. A resilient family office is able to efficiently lead through crisis, recover essential family office functions, leverage lessons learned, and continuously improve their capabilities. Though practical guidance abounds for the large commercial enterprise, few explore right-sizing these methods for the unique circumstances and mission of the family office.
Hurricane Safety Checklist
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Being prepared and knowing how to respond to a hurricane or storm makes the difference in minimizing damage and protecting you, your family, and property. Here is a checklist to help guide you on what to do before and during hurricane season.
Key Recovery Considerations: A Checklist for Your Business Following a Natural Disaster
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In the aftermath of a natural disaster, businesses will need to take the important steps to recovery. Here is a checklist to help guide you through that process. For additional tips and guidance on how to prepare for other disasters, see the following:
A Perfect Storm for Affluent Homeowners: Facing Extreme Weather Effects on Insurance Rates
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Climate change is impacting affluent homeowners in the form of insurance premium hikes and non-renewals. Learn how to safeguard your property and lifestyle with the right coverage.
Before a hurricane or storm hits, plan in advance by having an evacuation “Grab and Go” checklist, with special considerations made for children, infants, and pets. Continue to follow all evacuation orders and allow for enough time to pack and inform family and friends if you need to leave your home.
Evacuation Tips: Responding to a Hurricane or Storm
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If you have been ordered to evacuate a storm area, knowing how to respond will help you protect your family and home before and after an evacuation. Learn the important steps to take when local authorities ask you to leave your home.
Wildfire Preparedness
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The wildfire season has caused unprecedented damage across the United States. With drought conditions prevalent across much of the western United States, the wildfire outlook continues above normal wildfire conditions. Learn what you can do to be prepared for it.