Family offices · Podcast

Embracing a 'Left of Loss' Risk Management Mindset With Robert Raymond

For wealth professionals serving ultra-high-net-worth families and family offices, the episode outlines a proactive risk framework and notes that insurance is only one component. It also points to governance, self-insurance and checklists as part of a broader risk toolkit.

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Summary

By the family offices desk

In this FOXcast episode, Robert Raymond of HUB Private Client discusses a 'left of loss' risk management mindset for families and family offices. He describes anticipating risks before they become costly, building a culture of preparedness, and using insurance alongside advisory services, self-insurance, governance and other tools. The conversation also covers property, liability and cybersecurity risks and resources families can use to strengthen their risk programs.

Robert Raymond introduces 'left of loss' as a risk management philosophy focused on anticipating and addressing risks before they become costly problems.
He discusses why insurance is only one component of a comprehensive risk framework, alongside advisory services, self-insurance strategies and governance practices.
The episode covers property, liability and cybersecurity concerns facing families.
Raymond highlights tools, checklists and resources families and family offices can use to strengthen risk management programs and resilience.

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