Modern Risk Management for High-Net-Worth Individuals and Family Businesses
Modern Risk Management for High-Net-Worth Individuals and Family Businesses
March 16, 2026 | 5:00-6:30 p.m. (CT) | Format: Zoom
Traditional insurance frameworks break down in addressing the growing and complex personal and organizational risks that high-net-worth individuals and family businesses face in their operations. Drawing on real-world experience with multi-generational families, estates, and family offices, Jeff Cline, partner and BCU Risk Advisors, discussed how applying modern enterprise risk management techniques and processes can effectively identify, prioritize, and mitigate such risks.
About the Speaker
Jeff Cline
Partner and Co-Founder, BCU Risk Advisors
Jeff is responsible for the general management and overall business development of the firm. Having spent his entire career working in the insurance brokerage industry, Jeff held various management and business development roles for the Aon Corporation. Prior to co-founding BCU, Jeff was responsible for the nationwide management of Aon’s Private Risk Management business. Jeff is a graduate of Loyola University and holds a bachelor’s degree in English.
March 16, 2026 | 5:00-6:30 p.m. (CT) | Format: Zoom
Traditional insurance frameworks break down in addressing the growing and complex personal and organizational risks that high-net-worth individuals and family businesses face in their operations. Drawing on real-world experience with multi-generational families, estates, and family offices, Jeff Cline, partner and BCU Risk Advisors, discussed how applying modern enterprise risk management techniques and processes can effectively identify, prioritize, and mitigate such risks.