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[Webinar Recap] Addressing Security Concerns for Private Clients and Family Offices

oswaldcompanies September 16, 2024
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With more wealth comes greater security concerns. The statistics don’t lie.

A staggering 28% of high-net-worth families have been targeted by bad actors, which caused 25% of them to lose money, said Stephen Hines, senior director and consultant with Jensen Hughes. The former U.S. Secret Service agent partnered with Oswald Companies recently on a webinar to address security concerns for private clients and family offices. View the full webinar here. Passcode: Security24!

Unique security concerns such as kidnapping, corporate espionage, disgruntled investors and distortion often plague families with a high net worth.

Though many are aware of some of the potential risks and vulnerabilities they face, 38% of these families do not have a security plan. Furthermore, these families must comply with federal IRS laws.

Oswald and Jensen Hughes can perform an overall risk assessment to determine precautions and insurance needed to protect the family’s wealth, well-being and legacy.

As part of your security team, we will help you identify and plug the holes in your plan.

Access the entire webinar here (passcode: Security24!) to learn more about the risks and vulnerabilities you face and steps you can take to ensure the safety of your family and your business.


For more information, contact us here.

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