Institute Spotlight: Linda Bourn

As part of the Institute’s mission to provide educational content and opportunities for members to engage with industry experts, the Institute will periodically highlight a member of its faculty. This bi-weekly series will feature the domain heads for each Domain of Family Wealth. This week, we’re introducing Linda Bourn, head of the Risk Management Domain.

Linda Bourn

National Director, Senior Vice President, Family Enterprise Risk, Alliant Private Client

Risk Management Domain Chair, The UHNW Institute

Click here for Linda’s LinkedIn and here to read her bio.

 

 

“The Ten Domains represent the core risk areas across the entirety of multi-generational families’ lifestyle, business, philanthropic and investment activities.”

As a longstanding risk and insurance management advisor to multi-generational families, Linda possesses the necessary experience to educate others on mitigating and managing core risks across all of the Ten Domains of Family Wealth.

In her role as the head of the Risk Management Domain, Linda hopes to collaborate with other members of the Institute’s faculty and advisory board to help meet her two main goals for this domain, which include:

• Creating educational content to help families and advisors become more aware of risks
• Integrating risk planning as a natural part of the wealth planning process

According to Linda, this domain will focus on the family side of wealth advising, specifically by educating the younger generations on risk awareness, the family office initiative and executive risk planning, as they become more influential within the family.

To learn more about the Risk Management Domain, see our guide to the 10 Domains of Family Wealth. As always, if you are interested in joining The UHNW Institute, please do not hesitate to contact us.