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Apollo Partners

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

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  1. 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)

  2. The Challenge – Family Wealth Erosion

  3. 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?

  4. Simple vs. Complex Choices ....and their consequences What you see is what you get Uncertainty, inexact science, risk

  5. 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

  6. Family Risk Management

  7. START BY ASKING THE RIGHT QUESTIONS SUSTAINABILITY &CONFIDENCE CLARITY CREATIVESOLUTIONS RESULTS

  8. The Solution: Independent, Integrated AdviceReduces Gaps & Minimises Conflicts FAMILY & WEALTH FAMILY & BUSINESS FAMILY & RISKS FAMILY & NEXT GENERATION

  9. 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?

  10. Contact Details • Contact Beyla :beyla@apollo-partners.ch Tel. + 41 79 479 25 41 • Contact Jonathan :jonathan@apollo-partners.chTel. + 41 79 721 48 96 • Contact Apollo Family Office :Isabel Barbosa Lopes-Machado da Silvadafamilyoffice@apollo-partners.chTel. + 41 44 586 89 35 • Address:Apollo PartnersThe Berkeley8835 FeusisbergSwitzerland

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