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Apollo Partners. Family Risk Management. “ Taking a fish out of an aquarium to make fish soup is easy. But you can’t take fish soup and make an aquarium. ” (A prudent risk manager). The Challenge – Family Wealth Erosion. Our Golden Rules.

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Apollo Partners

Family Risk Management

“Taking a fish out of an aquarium to make fish soup is easy. But you can’t take fish soup and make an aquarium.” (A prudent risk manager)



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Our Golden Rules

  • Spend more time with advisors and less time with sales people.

  • Always ask the question,“Is this in the best interests of the family?”

  • Always examine people’s motivations.The most important question to ask is:

    • not WHAT?

    • not HOW?

    • but WHY?


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Simple vs. Complex Choices

....and their consequences

What you see is what you get

Uncertainty, inexact science, risk


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The Problem:External and Internal Risks to the Family

ILL-DEFINED BUSINESS STRATEGY

EXCESSIVE LEVERAGE

INEFFECTIVE PHILAN-THROPY

POOR SUCCESSIONPLANNING

NO PROPERASSETPROTECTION

DOMICILE/RESIDENCE UNDER ATTACK

GOVT. ATTACK, LEGAL EXPOSURE & REGULATORYISSUES

INEFFECTIVE LIABILITYMNGT.

LIMITED MANAGEROVERSIGHT

OVER-SPENDING



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START BY ASKING THE RIGHT QUESTIONS

SUSTAINABILITY &CONFIDENCE

CLARITY

CREATIVESOLUTIONS

RESULTS


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The Solution: Independent, Integrated AdviceReduces Gaps & Minimises Conflicts

FAMILY & WEALTH

FAMILY & BUSINESS

FAMILY &

RISKS

FAMILY & NEXT GENERATION


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Q & A

  • How will Israel’s future generations of wealthy families fair in terms of protecting family wealth?

  • Does Israel’s economy, with an emphasis on high-tech, make it harder to for families to protect their wealth?


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Contact Details

  • Contact Beyla :be[email protected]

    Tel. + 41 79 479 25 41

  • Contact Jonathan :[email protected] + 41 79 721 48 96

  • Contact Apollo Family Office :Isabel Barbosa Lopes-Machado da [email protected] + 41 44 586 89 35

  • Address:Apollo PartnersThe Berkeley8835 FeusisbergSwitzerland


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