New Podcast Episode: Managing Risk for Ultra-High-Net-Worth Families with Linda Bourn
In this episode of The UHNW Institute Podcast, host Russ Haworth is joined by Linda Bourn, National Director, Family Enterprise Risk Practice at Alliant Private Client and the Risk Management Domain Chair at the Institute, to discuss how ultra-high-net-worth families can address a wide range of risks.
Linda highlights challenges such as generational wealth transitions, social media exposure and the influence of artificial intelligence on privacy and security. She also emphasizes the need for proactive strategies to help families safeguard their privacy, assets and legacy.
The conversation offers practical guidance for advisors to recognize potential vulnerabilities and provides details on educational resources available through the Institute to support risk management efforts.
Listen to the full episode on:
Find all episodes on The UHNW Institute Podcast webpage here.
