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, CFAGreg Moore
CFA, FEAMindy Mayman
B.A., Econ., Fin. PI., FMA, CIMSudharshan Sathiyamoorthy
Ph.D., MBAJustine 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.It’s a virtual world, but the threats are real.
Proper education and assessments can help keep your family safe It’s common knowledge that cybercriminals are working relentlessly to expose your most valuable financial and personal information, endanger your reputation and your family’s safety. Dangers range from understanding whether a contractor working on your property can access Wi-Fi or local-network passwords, to identifying a forgotten […]
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.