Succession Advisors is excited to have the opportunity to bring to our members the 2021 Family Office Benchmarking Series on Risk Management, focused on protecting your lifestyle and safeguarding your legacy. Based off of the MARSH Private Client Services Report entitled “Family Office Benchmarking Study 2021.”
“Perhaps more than any year in recent memory, 2020 was hard on families and challenged society on a number of levels. Risks and uncertainty that emerged from a global pandemic, another record year for natural disasters and widespread social unrest forced lifestyle changes upon many, including both families and businesses.
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