Episode
Risk Management - Linda Bourn
- Podcast
- The UHNW Institute Podcast
- Published
- Jan 8, 2025
- Duration seconds
- 1624
- Processing state
not_requested- Canonical source
- https://www.uhnwinstitute.org/
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Summary
Summary In this episode, Russ Haworth speaks with Linda Bourn, the domain chair for risk management at the Ultra High Net Worth Institute. They explore the unique risks faced by ultra high net worth families, including generational wealth, social media presence, and the evolving landscape of AI. Linda emphasizes the importance of proactive risk management strategies and the role of advisors in recognizing and addressing these risks. The conversation also highlights educational initiatives and resources available for advisors to better support their clients in navigating these complexities. Chapters 00:00 Introduction to Risk Management in Ultra High Net Worth Families 02:52 Understanding the Unique Risks of Ultra High Net Worth Families 06:25 Generational Perspectives on Social Media Risks 10:43 Supporting Advisors in Recognizing Risks 14:51 The Evolving Landscape of AI and Risk Management 16:44 Educational Initiatives and Resources for Advisors 20:59 Proactive Risk Management Strategies for Families