Affluent individuals, especially those who live in high-profile areas like New York City or Washington D.C., often have heightened concerns about events that could pose a threat to their families. From acts of terrorism to natural disasters, we generally receive little or no advance warning of a major emergency. Establishing a plan for such situations can put “what-if” worries to rest.
Financial advisors may not be well-versed in survival skills, but a partnership with a trusted local security firm or specialist can go a long way to setting clients’ minds at ease regarding the safety of their loved ones and the lives they’ve worked hard to build.
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