Is your family risk resilient?
The family risk profile of generational wealth is unique and constantly changing. Building resilience is the most effective way to manage today’s risk landscape, ranging from family homes in natural disaster zones to cybersecurity threats, managing collectibles and understanding personal liability.
In this webinar, we will use a family case study to help illustrate family risks and the benefits of reviewing your plan annually.
Date and Time
Tuesday, April 7, 2026
2 PM ET | 11 AM PT
60 minutes
Whether your family is part of a family office or a family business, our discussion will provide practical advice on recognizing your unique risk profile. We will also detail how to build a risk discussion into your annual financial planning meeting with your advisors.
What we’ll cover:
- Understanding your family’s unique risk profile.
- How to align your family’s unique risk profile with an effective personal insurance strategy.
- The benefit of an interdisciplinary team approach.
- Developing an actionable plan.
Join Alliant Private Client’s Linda Bourn, Senior Vice President and Practice Leader, Family Enterprise Risk, and Kama Moseley, Senior Vice President, along with David Shaw, Publishing Director of Family Business Magazine, for a practical discussion on how to raise risk at your next family meeting.
Speakers
Linda Bourn
Senior Vice President and Practice Leader, Family Enterprise Risk, Alliant Private Client
Linda leads the Family Enterprise Risk Practice at Alliant Private Client. She specializes in guiding generational families through a holistic risk assessment to help them align risk exposures with an insurance strategy. This includes experience advising family office and private trust company boards on directors and officers’ liability and evaluating insurance for complex family holdings held in trusts, LLCs and partnerships. Linda led the development and release of the firm’s Family Enterprise Risk Index Study of 145 U.S. family-owned companies.
Linda recently contributed chapters on family risk management in the Globe Law & Business book, “Family Offices: The STEP Handbook for Advisors” as well as in the book “Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors” published by Wiley.
Linda holds an MBA from Babson College and a BA from California State University at Long Beach. She holds the Advanced Certificate in Family Business Advising from Family Firm Institute and their Global Education Network (GEN).
Linda serves as Risk Management Domain Chair and Faculty at the Ultra High Net Worth Institute. She is a Fellow of the Family Firm Institute and a member of Collaboration for Family Flourishing.
Kama Moseley
Senior Vice President, Alliant Private Client
Kama is a Senior Vice President and Producer at Alliant Private Client which manages the insurance needs of affluent individuals and families who require a sophisticated approach to personal risk management.
Kama provides a comprehensive range of integrated insurance solutions tailored to high-net-worth clients. She is passionate about educating clients and professional advisors on insurance, helping them understand and prioritize both risk reduction and wealth preservation. Kama assists in navigating the complexities of U.S. and international high-limit residential properties, fine art and collectibles, liability, personal aircraft, travel and crisis security, and more. She also brings a wealth of experience in claims counseling and reputation protection.
An active member of both the industry and her community, Kama serves on the CASA board and is a proud member of the American Heart Association’s Circle of Red. She holds the designation of Personal Lines Coverage Specialist (PLCS) and Certified Advisor of Personal Insurance (CAPI), and serves on the 2020FIT Advisory Board.
Kama holds a Bachelor of Arts degree from the University of Kansas and a Juris Doctor degree from Washburn University School of Law.
David Shaw
Publishing Director, Family Business Magazine
David Shaw is the publishing director for MLR Media. He also co-founded and serves as conference director of the Transitions conferences, the Private Company Governance Summit and Family Business Legacy.
David writes frequently on governance issues for public and private companies, and develops and maintains close relationships with multi-generational family-owned businesses. He is married, with two grown children.
Benefits
- No cost to attend.
- Opportunity for questions and feedback.
- Unbiased third-party family business education.
- All participants can receive a copy of the webinar materials after the event, upon request.
- All participants receive Family Business Magazine weekly newsletter, with news, tips and trends that impact your family business. You may, of course, opt out at any time.
- 60 minutes — maximum value for time.
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