Risk and Liquidity Management for Family Offices

Periods of market volatility often prompt families to review their investment strategy and implementation decisions to ensure they are aligned with their long-term objectives. How well a family is managing risk should be a key part of this review.

We believe the most effective investors are those that have a clear understanding of risk. What’s more, they understand that effective risk management is not a checklist of one-off measures, but an ongoing, highly disciplined process. Heather Jablow, Head of Private Client Practice, North America, recently authored an article for Family Office Magazine that provides family offices with a framework for managing the three main components of risk.

Read the full article.