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The Role of Family Offices in Risk Management and Wealth Protection
Manage episode 426545459 series 3566703
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How protected is your wealth?
Celeste welcomes Yadira Anzueto to dive into the intricate world of risk management and insurance for affluent families. Yadira, a licensed insurance expert, discusses the vital role of risk management in family planning, revealing how proper insurance can be a family's primary defense against unexpected catastrophic losses, and how the risk completely changes as wealth grows.
They also discuss how family offices integrate with wealth management, by defining their function and importance for affluent families. Yadira shares real-life scenarios that bring these complex themes to light, and why standard insurance just doesn't take into consideration the complexity of various assets and wealth. They wrap up by emphasizing the importance of regular insurance reviews and educating the next generation on social media risks.
To learn more about Robin Glen, visit: RobinGlen.com
To connect with Yadira, visit: https://www.linkedin.com/in/yadira-anzueto
Key Topics Covered:
- Importance of educating younger generations about family plans and risk management
- Comprehensive insurance reviews and asset protection
- Role of family offices in wealth and lifestyle management
- Specific insurance coverages like mechanical breakdown and cyber protection
- Determining appropriate umbrella limits for high-net-worth individuals
- Emerging threats such as cyber-attacks, kidnap and ransom coverage
- Customized insurance strategies for multiple state properties and high-end assets
- Advocacy at the time of a claim and real-life scenarios of substantial losses
- Educating the next generation about social media and potential risk exposure
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