Atténuer Risk, LLC, was named winner of the ‘Best Outsourcing/Partnership (U.S.) category in The Second Annual WealthBriefing WealthTech Americas Awards 2023. The firm joins the ranks of an elite global group handed the honor of winning a WealthBriefing Award.

Our fourth edition of Risk Threads features an overview of portfolio risk management, but not in the way you might think. To set the stage, we’ll pose the following question: what is the risk in portfolio management? Portfolio risk management is the process of identifying, assessing, measuring, and managing risk within the portfolio.

Our third edition of Risk Threads features tips on understanding the aging process and the risks that might come with it. What additional risks arise when we have to navigate the aging process for family members and loved ones?

The process of selecting insurance carriers is not easy.  As a buyer of insurance, you want to be sure you are selecting the carrier that is going to meet your unique needs and provide you with the right coverage, claims handling, and claim service Many clients rely on their broker’s recommendation when selecting an insurance carrier.

More firms continue to enter the Multi-Family Office and Registered Investment Advisor space, and as the field becomes increasingly crowded, the need to differentiate your firm becomes more critical. The basic blocking and tackling of investment management is not enough in a highly competitive landscape.

As cybercrime continues to grow in both frequency and severity, you might be asking yourself if getting cyber insurance is worth it. The simple answer to this question is yes: individuals and families should consider adding personal cyber insurance coverage to their risk management framework.

When you have the resources to rebuild a $30+ million home without a significant impact on your financial bottom line, what should you do regarding insurance? Natural disasters only seem to worsen year after year.

According to NOAA National Centers for Environmental Information, as of July 9, 2021, there have been 8 weather or climate events with losses exceeding $1 billion dollars in the United States. And over the last 5
years, there have been an average of 16.2 $1-billion-dollar events per year. These trends amount to an uptick in the severity and prevalence of losses, which is why it is more important than ever before to make a holistic assessment of coverage options when building the risk management architecture for your assets and lifestyle.