Protecting the Future: Priority Risk and Crisis Management for Family, Wealth and Business

Risk management is all about identifying potential family problems early and addressing them quickly and effectively.

Traditional risks include family, financial, fiscal and physical risks. Today data and cybersecurity concerns have added an extra dimension to risk management. Responses to priority risks can range from assuring the physical security of real assets to prenuptial agreements to complex financial market hedging instruments.

Objectives

This course will take a comprehensive look at risk factors. We provide tools and guidance so you can identify and address the most critical risks facing your family.

Instructors

Mark Daniell, Sara Hamilton, Tom McCullough, Jamie Lowther-Pinkerton

Course Deliverables

Course Documents

Course Deliverables

Course Documents

Your course progress

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Course Modules

Defining Risk, Enumerating Elements, Setting Priorities and Responsibilities (inc Family Leaders, Family Office and Ecosystem)
Family Risk, Including Marital and “Soft Issues”
Financial and Business Risk
Fiscal Risk and Creative ‘Best Practice’ and ‘Next Practice’ Options to Manage
Physical and Lifestyle Risk
Data and Cyber Risk
Managing Family Crises
A Brief History of the Significance and Potential Impact of Unmanaged Risk
Predators in the Ecosystem
Putting in Place Strategies, Monitors and Resources for Risk Management: Current and Future: Short, Medium and Long Term
Considering Creative Options, Reviewing Both ‘Best Practice’ And ‘Next Practice’ Options
Defining Family and Third Party Responsibilities and Allocating Resources