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Chris Hetner

Jul 15, 2026

10:28
probably watching or listening to this podcast are going to be a lot of people who are like family offices financial advisors those kind of people what are the kinds of things that they should be looking at for their practice um and thinking about and and for and what should they be warning their clients about um
10:48
no it's a great question i mean i i would just take a uh A view in terms of what's most important to you as a platform, whether you're a family office or an investment advisor.
10:59
And it's obviously, you have to maintain trust with your clients.
11:04
There's a level of integrity with your investments portfolio and the confidentiality associated with those investments and your positions and your holdings.
11:14
And then perform periodic stress testing to say, hey, if this scenario were to occur, what would be the implication? And we work very closely with how the insurance markets project annual loss expectancy analysis through various types of scenarios.
11:30
So you might have a loss of intellectual property that could be tied to your investment portfolio.
11:37
You may have a scenario where you have potential wire fraud, right? Wire fraud through business email compromise is increasing at a significant rate.

17 MINS LATER

28:24
Or it can be a big deal.

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