Media Center

For individuals and family offices, insurance is often viewed as a necessary cost that helps protect wealth, assets, and long‑term plans. It is natural, then, for principals and executives to ask a reasonable question: why do premiums remain high in years when claims are minimal or nonexistent?  The answer lies not only…

Teaching the Next Generation How to Protect What They Inherit Family offices often invest significant time preparing heirs to grow and steward wealth. Education commonly centers on investing, governance, and legacy planning. A critical gap, however, is frequently overlooked. Many next‑generation family members inherit complex personal risk exposure long before they understand how to manage it. …

Choosing between a single-family office, or SFO, and a multi-family office, or MFO, is not simply a question of cost or investment strategy. It is a risk management decision. Single-family offices provide a high degree of control and customization, which can be well suited for families with complex operating businesses,…

When people talk about risk in family offices, the conversation often begins and ends with investments. Market volatility, asset allocation, and return assumptions tend to dominate attention. Many family offices, however, recognize a quieter reality. Some of the most significant risks families face are personal, not financial. Litigation, liability, liquidity…

Cybersecurity is often framed as a technology issue. For family offices, it is something more personal. A cyber incident can affect finances, privacy, reputation and in some cases, physical safety.  Family offices sit at the intersection of wealth, discretion and information. They manage sensitive financial records, governance documents, personal identifiers,…

For today’s family enterprises, sustaining a legacy requires more than prudent investing or strong governance. Long-term resilience increasingly depends on the ability to innovate sustainably, not only through new ventures or technologies, but by building systems that safeguard the enterprise across generations. In this environment, a sophisticated risk strategy has…