privateRisk
is a leading think tank for managing the personal risk, family governance, estate planning, and insurance strategies of family offices and enterprising individuals within the United States.
COVID-19 Guide
We continue to update our new guide to risk management concerns in the COVID19 era. Please review this page and all relevant posts related to the ongoing novel coronavirus pandemic, as the situation develops.
THOUGHT LEADERSHIP, RESEARCH, and EDUCATION for successful & enterprising people
Expert Strategic Planning
Cutting the white noise and finding the correct subject matter expert for your planning needs can be difficult. We provide unbiased guidance to address your insurance, wealth, and legacy strategies. If you need additional assistance we can connect you with veteran industry experts who can address your needs.
Risk Planning Guides
Liability Planning
Selecting umbrella liability limits and proactive ways to protect your balance sheet & lifestyle.
Family Governance
Real Estate
Address risks with real estate, including ownership entities, vacant land, and catastrophe prone areas.
Legacy Planning
Cyber Risk
Managing cyber identity theft and data breach, including best practices for home and abroad.
Valuable Collections
Art, jewelry, wine; collections are a passion project which require additional planning.
Half of the world’s ultra-high net worth individuals and family offices reside in the United States.
US Family Offices
Families: $30MM+
Families: $100MM+
Total U.S. Wealth
The continued prosperity of successful families is a linchpin for the global economy. Consider the following statistics:
*according to the Wharton FWA
- 15% of the world’s largest businesses are family run
- more than 50% of the world’s private sector works for family firms
- 35% of the Fortune 500 are family controlled
EXCLUSIVE Advice and Strategies
While much of the basic blocking & tackling of risk planning may look the same, complex families have access to additional tools and strategies not available to the masses. We help de-clutter the conversation for these groups:
High Net Worth Persons
A high net worth (HNW) person is generally considered to be one whose investible assets are $5MM or greater.
Ultra-High Net Worth Persons
Ultra-high net worth (UHNW) is generally considered to be $30MM or greater of investible assets. Though those in excess of $100MM are often considered a subset of this group.
Family Offices
Family offices vary between each family (or organization if a multi-family office) but all fill a few main functions including managing family assets, governance policies, and generational planning.
Looking for trends and emerging concerns affecting your family?
What keeps Ultra-High Net Worth Families up at night?
Helping SUCCESSFUL FAMILIES mitigate & manage risk through THOUGHT LEADERSHIP, RESEARCH, and EDUCATION
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