Seção · Planejar
Gestão de Risco
Ciber, físico, fraude, concentração, alavancagem: a visão de risco sobre o balanço total.
Referência educativa: explicações e análise de vantagens e desvantagens, nunca recomendações. Os profissionais qualificados avaliam o que se adequa a cada família.
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Risk Management for Families
Risk management for wealthy families means taking a whole-balance-sheet view of every threat, market swings, concentrated positions, legal liability, property loss, cyber intrusion, physical danger, and family events like divorce…
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Ativo
2 verbetes
Physical Security and Privacy
Physical security and privacy for wealthy families encompasses the practical steps, professional services, and ongoing habits that reduce the risk of…
Fraud and Scams That Target Wealth
Fraud and scams targeting wealthy families range from sophisticated investment schemes to imposter calls aimed at household staff and elderly relatives.…
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Riscos Financeiros
2 verbetes
Concentration Risk
Concentration risk is the danger that a single asset, issuer, industry, or region represents so large a share of a family's total wealth that its decline…
Leverage Risk
Leverage risk is the danger that borrowed money, which amplifies gains on the way up, amplifies losses on the way down, and may trigger forced asset sales…
Leverage Risk
Leverage risk is the danger that borrowed money, which amplifies gains on the way up, amplifies losses on the way down, and may trigger forced asset sales…
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