Roundtable Replay – Understanding Family Enterprise Risk
In alignment with last month’s theme of Family-Owned Enterprises, The UHNW Institute hosted a virtual roundtable discussion, Understanding Family Enterprise Risk: In Conversation with Linda Bourn and Natasha Pearl, Moderated by Angelique LeDoux. This roundtable explored the Family Enterprise Risk Index study of 145 family enterprises and highlighted how risk management concerns vary between family members and family enterprise executives (non-family). It also explored how to navigate top risks and concerns related to talent, succession, family conflict, cybersecurity and investment performance.
Some of the specific topics discussed during this roundtable included:
- An overview of the Family Enterprise Risk Index study and key takeaways
- The essential role infrastructure plays in clients’ ability to manage risk and preserve risk
- How risk management can potentially impact wealth preservation
- A real-life case study of how one family effectively prepared for a “fire drill”
- Tips on how to successfully engage clients in discussions about risk
Even if you could not attend this discussion live, you can still gain tangible takeaways to enable productive and beneficial discussions with clients about risk by watching the roundtable replay. The full video replay of this roundtable event is available for UHNW Institute members in the Resource Library here. We invite members to ask questions, discuss this topic further, and interact with panelists here in the Community Forum.
Thank You to Our Speakers:
Family Enterprise Risk Practice Leader at Alliant Private Client
Domain Chair of the Risk Management Domain at The UHNW Institute
CEO and Founder at Aston Pearl
Co-Chair of the Family Office Steering Committee at The UHNW Institute
Managing Director of GTFO Capital Partners
Managing Editor at The UHNW Institute
