Professional Advisor Seminar: Profound Risks to a Family of Means

Managing Risk from a Legal, Insurance, and Tax Planning Perspective

As a result of financial scandals, changes in the tax laws, and world events, affluent clients are more aware of and concerned with risk management than ever before. Join The San Francisco Foundation and the Institute for Private Investors for a panel discussion as we explore the primary financial and non-financial risks faced by affluent clients, and provide suggestions and strategies on how to manage these risks.

Discussion questions will include:

As investors face the “certain uncertainty” of global markets, how should investors incorporate new thinking about risk into their asset allocations?

How can family assets be best protected from unsuccessful marriages, creditors, and other unexpected events? What should investors do with respect to their estate plans during this “limbo” year?

When is it practical to self-insure, and when is it practical to purchase catastrophe insurance? How much liability insurance is needed for a high net worth family?

How can families minimize the risk of tax audits and penalties?

Moderator:

• Rob Francais, Chief Executive Officer, Aspiriant

Panelists:

• Mary Gust, Senior Managing Director, Frank Crystal & Co., Inc.
• Kevin McAuliffe, Tax Partner, Frank, Rimerman + Co. LLP
• Hilary Pierce, Partner, Sideman & Bancroft LLP