Risk Management

Managing risk for your family and your property is a necessary part of the overall plan. Our team has experience working with various insurance and security providers to seek the best solution for you, and as always our advice is completely objective and independent with no financial incentives involved to choose any one provider or solution.

Homrich Berg Family Office can help families navigate the issues of mitigating risk for their lives and their assets in many ways, including:

  • Insurance needs definition, policy acquisition and monitoring
  • Evaluation of existing policies and titling of assets
  • Evaluation of security options for people and property
  • Development of disaster recovery options and plans
  • Asset protection including use of offshore accounts if relevant
  • Development of strategies to ensure hedging of concentrated investment positions (e.g. company stock)