In this episode of The UHNW Institute Podcast, host Russ Haworth is joined by Kate Norris, founder and CEO of Atténuer Risk, for a timely conversation on risk management for ultra-high-net-worth families.
Kate shares how her experience in financial services led to the creation of Atténuer Risk, a firm focused on non-portfolio threats, from personal security and digital exposure to interpersonal and reputational risk. She explains why advisors need a broader understanding of family vulnerability and how customized planning can help strengthen long-term security. Their conversation highlights the advisor’s role in risk conversations, how families benefit from independent support, and where current trends are pointing next.
Topics discussed include:
- Why non-portfolio risk deserves more attention
- Where personal security, online activity, and family dynamics overlap
- Common gaps in risk planning for UHNW families
- How independent specialists contribute to more effective solutions
- What wealth managers can do to support a more informed approach