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
- Structured Approach to Family Risk Management To download, right-click on the link above and select “Save link as…”
- Definition of Risk for your own family To download, right-click on the link above and select “Save link as…”
- Matrix of Common Risks for Consideration and Prioritization To download, right-click on the link above and select “Save link as…”
- Approach to Setting Priorities on Risk Issues and Defining Actions To download, right-click on the link above and select “Save link as…”
- Sample survey on risk priorities To download, right-click on the link above and select “Save link as…”
- Checklist and Approach to Managing Marital Risk To download, right-click on the link above and select “Save link as…”
- Lifestyle risks: Their signs, symptoms and response To download, right-click on the link above and select “Save link as…”
- Guide to Family Education About Risks and Risky Behavior To download, right-click on the link above and select “Save link as…”
- Guide to the Management of Family Crises To download, right-click on the link above and select “Save link as…”
- Checklist of Risk Issues and potential additions to the family ecosystem To download, right-click on the link above and select “Save link as…”
- The Role of the Family Office in risk management To download, right-click on the link above and select “Save link as…”
Course Documents
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Course Modules
Protecting the Future: Priority Risk and Crisis Management for Family, Wealth and Business
$1,250
8 months of access