• Episode 6 – Risk Management for Wealthy Families

  • Sep 18 2024
  • Length: 19 mins
  • Podcast

Episode 6 – Risk Management for Wealthy Families

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  • Summary

  • On episode 6 of the Our Family Office podcast, host Adam Fisch speaks with Our Family Office Managing Partner Kevin Tran about risk management. Adam and Kevin talk about the unique financial and non-financial risks that the wealthiest families face. They cover the ways that families can come to rely on a key person and how integration with a family office can reduce the risk of that person no longer being present. They also walk through the topic of marital agreements, and how professionals can help families navigate these difficult conversations to ultimately foster better relationships.

    For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at info@ourfamilyoffice.ca.

    Disclosure: This podcast contains opinions and does not constitute the provision of investment, legal or tax advice to any person.
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