Episode 6 – Risk Management for Wealthy Families
09/18/24 • 19 min
On episode 6 of the Our Family Office podcast, host Adam Fisch speaks with Our Family Office Managing Partner Kevin Tran about risk management. Adam and Kevin talk about the unique financial and non-financial risks that the wealthiest families face. They cover the ways that families can come to rely on a key person and how integration with a family office can reduce the risk of that person no longer being present. They also walk through the topic of marital agreements, and how professionals can help families navigate these difficult conversations to ultimately foster better relationships.
For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at [email protected].
Disclosure: This podcast contains opinions and does not constitute the provision of investment, legal or tax advice to any person.
On episode 6 of the Our Family Office podcast, host Adam Fisch speaks with Our Family Office Managing Partner Kevin Tran about risk management. Adam and Kevin talk about the unique financial and non-financial risks that the wealthiest families face. They cover the ways that families can come to rely on a key person and how integration with a family office can reduce the risk of that person no longer being present. They also walk through the topic of marital agreements, and how professionals can help families navigate these difficult conversations to ultimately foster better relationships.
For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at [email protected].
Disclosure: This podcast contains opinions and does not constitute the provision of investment, legal or tax advice to any person.
Previous Episode
Episode 5 – Family Office Integration and Tax Planning
On episode 5 of the Our Family Office podcast, host Adam Fisch speaks with Our Family Office Managing Director of Tax Henry Shew to discuss tax. Adam and Henry distinguish between tax preparation and tax planning, and the benefits of family office integration in developing tax strategies. They offer examples of additional complication that naturally arises among the ultra-wealthy, and the considerations that are critical in providing holistic advice that meets the family’s financial and non-financial objectives.
For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at [email protected].
Disclosure: This podcast contains opinions and does not constitute the provision of investment, legal or tax advice to any person.
Next Episode
Episode 7 – Sam Mercanti and Our Family Office
On the season finale of the Our Family Office podcast, Our Family Office CEO Tim Cestnick speaks with Sam Mercanti, an award-winning entrepreneur, former leader of CARSTAR Canada, and Our Family Office client.
Sam talks about immigrating to Canada and his start in the business world, how he built his company (06:05), and the ways that Our Family Office has helped his family (18:00).
For more information about Sam, visit www.sammercanti.com.
For more information about Our Family Office, visit ourfamilyoffice.ca or reach out at [email protected].
Disclosure: This podcast contains opinions and does not constitute the provision of investment, legal or tax advice to any person.
The Our Family Office Podcast - Episode 6 – Risk Management for Wealthy Families
Transcript
Welcome back to the Our Family Office podcast. Over the course of this season, we're exploring the areas of focus for a purpose built family office and the ways in which a family office can improve the lives and relationships of Canada's wealthiest families. On today's episode, we'll be discussing risk. I'm happy to be joined once again by Kevin Tran, our Managing Partner, Wealth Planning. Kevin, thanks for being here.
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