Скачать или смотреть The Role of Family Offices in Risk Management and Wealth Protection

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 doesn't consider 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 schedule an appt, visit: www.calendly.com/ccmoya
To connect with Yadira, visit:   / yadira-anzueto  

YouTube Chapter Summary:
00:00 Start
03:21 Family office: professional setup for wealthy families
08:12 Optimizing insurance for families with multiple properties
11:19 Strategic solutions for dividing and conquering assets
13:44 The process for analyzing current insurance coverage and opportunities
17:58 Cyber coverage is increasingly offered due to risks
22:50 Net worth includes assets, future earnings, and risks
26:39 Insurance is crucial for protecting assets and liability
29:34 40% of wealthy individuals don't insure assets
33:06 Advising on comprehensive wealth management for families
36:24 Advocacy for clients in the insurance claims process
38:21 Educating families on social media safety and risks
41:24 Passionate expert encourages reevaluating insurance for better protection