Insurance and Risk Management


Best Practices in Life Insurance Carrier and Product Due Diligence
By going inside the black box of life insurance products and pricing you will be in a better position to analyze current holdings therefore becoming a savvier buyer for future acquisitions. This
Securing the Future: Managing Threats and Opportunities Through Effective Risk Planning
Family Office Exchange
Conducted in partnership with Harris myCFO, this is the third publication in a series of FOX Thought Leaders Programs, and the second study to examine how families with generational wealth can adopt
Heist-Geist: Securing or Recovering Unique and Valuable Objects
A variety of special challenges confront families collecting art and other unique and valuable objects. It is critical for family offices to examine processes on how to secure and protect thier
Rethinking Investment Risk Management: Anticipated Changes to Investment Risk Management Practices in a New Era of Due Diligence
Family Office Exchange
In the wake of the recent financial crisis, many families are re-evaluating their processes for managing investment risk and are searching for new safeguards for mitigating the impact of extreme
Boosting Your Immunity: Auditing the Family's Health Care Coverage
In mainstream media coverage of America's health care system, it is commonly implied that wealthy patients are largely immune to health care challenges and risks. The conventional wisdom is often
Crisis Communications for Family Offices: Before, During, and Today
When it comes to worries that can keep family leaders up at night, “PR crisis” ranks high on the list. Whether due to an actual event – or just a rumor – unwanted public attention can have powerful
Private Investigation: If, When, How...or Not?
In their personal and business lives, wealth owners face a variety of risks, many of which could be mitigated or possibly even eliminated with the help of experienced investigative professionals.In
"The Pith Helmet Family": Managing Adventure and Extreme Travel Risks
More and more, family members are heading off the beaten path when they travel. Whether the purpose is business, philanthropy, or pleasure, excursions to less-developed areas of the world present a
Risky (Personal) Business: Managing the Risks of Addiction or Mental Illness in the Family
According to data from the US Department of Health and Human Services, more than 10% of Americans struggle with some form of addiction and/or mental illness.Most families face these issues at one
Recasting the Central Role of the Family Office as Risk Manager: The New Imperative as Family Risk Manager
Family Office Exchange
Many financial families struggle to make consistently better decisions than the average investor. Today’s wealth owners and office executives alike must ensure that they make decisions with the