Family offices think they're operating in anonymity, but the murder of UnitedHealthcare CEO Brian Thompson in December is a stark reminder that almost anyone can fall victim to an attack.

“You don’t have to be the CEO of a Fortune 500 company to be targeted,” one security expert told us. “Wealth, visibility or association with high-profile networks can be enough. Protection is about risk profile, not job title.”

In this article, we cover how executives can protect themselves, their families and their wealth. It was the most popular article so far this week.  

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As many of you know, there is a dearth of research into the Canadian family office landscape. We recently launched our continuing effort to remedy that: the second annual Canadian Family Offices Multi-Family Office Survey. 

If you are a representative of a multi-family office and want to help develop a deeper understanding of the industry in Canada, we hope you will take a moment to complete the survey. Click here.

In an economy where extreme volatility seems now to be normal, investors need the right tools to analyze the turbulence they should expect over the longer term. Foster & Associates has developed its own risk matrix—a tool its experts deploy to sit down with high-net-worth families and clients and help them manage today’s complex challenges.

Foster’s risk matrix is designed to be wide-ranging, yet also flexible, says Victor Todorovski, portfolio manager and financial planner for Foster Family Offices, one of the services the 31-year-old firm provides. 

“The matrix is structured in a way that lets us sit down with clients and help define the potential risks to their portfolios and other holdings, such as real estate investments,” he says. 

“It’s not a math formula—we’re not trying to solve physics problems. We look at various possible risks, how likely each one is to happen and, if it does happen, how likely the risk is to impact our clients’ and families’ portfolios and what the impact might be.” 

This story is brought to you by Foster Family Office

Delaying an exit doesn’t just frustrate the family. It silently erodes value in unseen ways, Elke Rubach writes