New Podcast Episode: Navigating Risk Management with Kate Norris

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:

Listen to the full conversation:

Mission:
  • Provide an intellectual framework, understanding and organization of family wealth management content
  • Educate advisors and family offices on how best to support evolving UHNW families
  • Provide thought leadership, insights and resources to advisors and family offices
  • Promote best practices, provide professional development and support sustainable, positive change within our industry
  • Foster an equitable, collaborative and safe learning environment within the wealth management industry