3 Keys to Managing Family Enterprise Risk

Join Crystal & Company's Jonathan Crystal, third generation owner and Executive Vice President, and Linda Bourn, Executive Managing Director of the Family Enterprise Risk Practice of Crystal Private Client, both divisions of Alliant, along with David Shaw, Publishing Director of Family Business Magazine, as they discuss how family enterprises can build resilience through risk management planning.

3 KEYS TO MANAGING FAMILY ENTERPRISE RISK

Thursday January 31st, 2019

2 p.m. ET/11 a.m. PT

60 minutes

 

 

 

https://www.webcaster4.com/Webcast/Page/494/29005

Family enterprise is risky business. There’s a scarcity of information available to help family enterprise owners gain insight into risk management best practices and strategies employed by their peers. The majority of family firms do not have a full-time risk manager, and as a result there is frequent “siloing of risk” by boundaries such as the family business, family office, family branch, or by accountability of decision making.

The structure of family holdings, comprised of corporate entities, trusts, partnerships, and family investment interests, can also make it difficult for owners to address risk across the entirety of their enterprise—including risks to the family itself.

This webinar will cover how to:

  • Identify ‘blind spots’ common to all family enterprises
  • Prepare for the unexpected
  • Prioritize risk management objectives

Join Jonathan Crystal, third generation owner and Executive Vice President of Crystal & Company, and Linda Bourn, Executive Managing Director of the Family Enterprise Risk Practice of Crystal Private Client, both divisions of Alliant, along David Shaw, Publishing Director of Family Business Magazine, as they discuss how family enterprises can build resilience through risk management planning.


Speakers

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Jonathan Crystal

3rd generation owner and Executive Vice President, Crystal & Company

Jonathan Crystal is a third generation owner and Executive Vice President at Crystal & Company, a division of Alliant Insurance Services.

During his tenure at Crystal & Company, Jonathan has served in a number of capacities, most recently serving as Chief Financial Officer and previously leading the firm’s Private Client group.

Jonathan has presented to audiences across the United States on topics of family risk management, including a number of organizations serving the needs of family enterprises, including Attorneys for Family-Held Enterprises, Family Business Network, Family Firm Institute, Family Office Association, Family Office Exchange, and Institute for Private Investors.

Prior to joining the firm in 2000, Jonathan was a consultant and project manager with Oliver Wyman, where he focused on risk management and strategy work with financial institutions in Europe and North America.

Jonathan graduated cum laude with his Bachelor of Arts from the Woodrow Wilson School of Public & International Affairs at Princeton University and with a certificate from the Program in Latin American Studies. He serves on the Board of Trustees of the Jewish Museum, is a Wexner Heritage Fellow, and is a member of YPO, Gotham Chapter. He also serves on the Executive Committee of the YPO Global Family Business Network.

 

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Linda Bourn

Executive Managing Director of the Family Enterprise Risk Practice, Crystal Private Client

Linda Bourn is an Executive Managing Director of the Family Enterprise Risk Practice of Crystal Private Client, a division of Alliant Insurance Services.  She’s been a long-standing advisor to family businesses, family offices and family foundations. As part of this role she regularly works with next-generation family members who have started entrepreneurial ventures funded by their families.

She led the development, partnership and release of the Family Enterprise Risk Index study of 159 U.S. family owned companies. The study won the “Outstanding Contribution to Wealth Management Thought Leadership” award presented by ClearView Financial Media and their Family Wealth Report publication.

She is a frequent speaker and contributor on topics about family enterprise risk. She serves as an editorial board member of the International Family Offices Journal published by Globe Law and Business, and will be featured as a contributor in their second edition of Family Offices, the STEP Handbook for Advisers.

In October 2018 Linda was honored as a Fellow of the Family Firm Institute (FFI) from which she earned both the GEN and Advanced Certificates in Family Business Advising. She earned her MBA from Babson College, where she serves on the Board of Overseers and a Bachelor of Arts from California State University at Long Beach.

 

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David Shaw

Publishing Director, Family Business Magazine

David Shaw is the publishing director of Family Business and its sister publication, Directors & Boards. With more than 30 years of experience in business-to-business and consumer media markets, he has served as an editor, publisher, publishing director, group publisher and group vice president of a variety of publications, trade shows, conferences and websites. Prior to founding GRID Media, David served as senior vice president for Phillips Business Information Inc., where he oversaw nearly 100 discrete media properties, and helped build the business from $35 million to more than $100 million in annual revenues. He is a frequent author and speaker on issues related to business-to-business media, multi-generational family businesses and private and public company governance. He is married, with two grown children, one serving in the Navy and the other in law school.

Benefits

• 60 minutes -- maximum value for time
• Completely FREE to attend 
• Opportunity for questions and feedback
• Unbiased third-party family business education 
• All participants receive a copy of the webinar materials after the event

Sponsor

Crystal & Co.