Description

Navigating Risk Management with Kate Norris

Join us in this insightful episode of the Ultra High Net Worth Institute podcast as Russ Haworth sits down with Kate Norris, founder and CEO of Attenuate Risk. They delve into the top risk trends impacting wealth managers and their clients today. Kate shares her journey from financial services to launching her own firm, emphasizing the importance of understanding non-portfolio risks such as physical security, digital footprints, and family dynamics.

Key Takeaways:

The significance of non-portfolio risks and their impact on financial security. The importance of personalized risk management plans for families. How wealth managers can better understand and address the unique risks faced by ultra-high-net-worth families. The role of wealth advisors in protecting clients' financial legacies.

Chapters:

1. Introduction to Kate Norris and Attenuate Risk
2. Kate's Journey in Financial Services
3. Understanding Non-Portfolio Risks
4. The Role of Wealth Advisors in Risk Management
5. Top Risk Trends for Ultra-High-Net-Worth Families
6. Personalized Risk Management Plans
7. The Importance of Independent Advice
8. Conclusion and Key Takeaways

For more information about the Institute head to https://uhnwinstitute.org