.jpg)
Risk management is the “daily discipline” of stewardship when it comes to family offices. An author who has spent years in the sector elaborates on what this means. In a way, it speaks to a broad theme of “protecting the client” that this news service has explored from multiple angles before.
Jay Rogers, a figure in the financial and wealth management
industry who has written in these pages
before, writes about how family offices should consider the
risks they face – going beyond the confines of markets and
investments to issues such as physical and cyber
security.
To comment on such material, please email tom.burroughes@wealthbriefing.com
and amanda.cheesley@clearviewpublishing.com
The usual disclaimers apply to views of guest writers, and we
thank Jay Rogers for his contribution to conversations on these
topics. Rogers is also a guest lecturer at the USC Marshall
School of Business.
Ask most ultra-high net worth families why they established a
single-family office, and the answers cluster around two
priorities that advisors too often bury in the footnotes: privacy
and tax structuring. Not investment…
