Keeping your Family Safe
Keeping your family safe is always a priority. From insurance advisory to cyber-risk intelligence, we can help keep you and yours safe and secure.
Insurance Advisory
Life insurance can be an important investment strategy for families to provide liquidity at death or for philanthropic objectives. Just as RFO seeks out best-in-class investment managers, we can guide you through the decision as to whether life insurance is appropriate and if so, what amount and what type best suits your needs. We can work with your current insurance broker or we can refer someone to you.
Cyber-risk assessment
High net worth individuals, as well as families of significant means, are increasingly the target of cyber-crime and identity theft. Richter Intelligence provides families with a holistic understanding of the environments within which they operate and provides assessments that can help address potential unforeseen risks. Complemented by core risk and technology offerings, Richter is uniquely positioned to assess vulnerabilities to family members and advise on best-practices to help minimize security breeches and risks associated with a family’s cyber footprint.
Meet our experts
The people behind the expertise.
Danny Ritter
CPA, CA, CFA
Greg Moore
CFA, FEA
Mindy Mayman
B.A., Econ., Fin. PI., FMA, CIM
Sudharshan Sathiyamoorthy
Ph.D., MBA
Justine Delisle
CPA, CA, Pl. Fin.
Richter Family Office
We understand that the transfer of your wealth to future generations is about far more than just the dollars and cents. It’s about the transition of your legacy.
Food for thought
What’s in the news & what you need to know.Life Insurance: Three Things You Haven’t Considered.
No one likes to think about the worst-case scenario (well maybe a few out there are more inclined to see the glass half empty, but we digress…). Leaving your family ill-prepared for the time when you pass on isn’t an easy a situation to envision, let alone thoroughly think about or plan for. There are […]
Click to read more.Chances are, at least some of your passwords are already in the wrong hands.
So you receive a poorly-crafted email, full of spelling and grammatical mistakes, claiming to be from someone who has installed malicious software and taken control of your PC. They’re demanding a ransom in Bitcoin or they will send compromising photos to all of your contacts. You laugh at the absurdity of it, but notice that […]
Click to read more.It’s inevitable, so why are you holding your children back?.
Is it ok to assume everything will be fine? Or should you take the steps to ensure it will be when you pass on? Technically you are all set: you’ve created an estate transition plan designed to control how your legacy is to be distributed over time, ensuring that when wealth makes its way to […]
Click to read more.