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Financial Risk Management

A boutique family office experience designed for founders, executives, entrepreneurs and families. A fiduciary partnership for foundations and endowments.

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Applying financial risk strategies can help protect and grow your wealth and assets. Through our family office environment, Avidian partner’s with our clients to help them plan for and mitigate risk across various financial areas including investments, estates, businesses, and more.

Leveraging advanced technology and a multidisciplinary approach, we implement protective measures that focus on:

  • Portfolio risks involving principal, longevity, purchasing power, and volatility
  • Life events such as health problems, job loss, or unexpected death in the family
  • Business risks involving debt, lending, and major purchases

Risk is a factor in any and all aspects of life, at Avidian, we help you do more than expect the unexpected — we work with you to plan for it. Learn more about our financial risk management capabilities and contact Avidian today to start building your comprehensive financial plan.


Billion in client assets under management *

*AUM based on AWS current FORM ADV

Financial professionals

Years of success

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What areas of financial risk management can Avidian help me with?

Avidian offers comprehensive, customized financial plans for our clients. These plans take into account your specific assets, liabilities, and short-term and long-term goals. They are designed using a rigorous, transparent process that incorporates financial risk management at all stages.

For individuals and families, risk management can apply to three broad, often overlapping financial areas: investment management, estate planning/insurance, and their business(es).

Investment risk management

Avidian’s customized, research-based investment portfolios are professionally vetted, regularly monitored, and target two primary goals: returns and below-average volatility. An integral part of achieving these goals is strategic investment risk management.

Avidian’s approach includes proactive monitoring of several types of risks. Generally speaking, we take a comprehensive approach to managing risks involving:

  • Principal: The risk of having specific investments go to zero
  • Volatility: The risk of needing to sell a specific investment at an inopportune time
  • Purchasing power: The risk of inflation diminishing the value of your investments
  • Longevity: The risk of outliving your assets

While each portfolio is different, our core approach remains conservative; we never confine our tactics to outperforming a specific index, as this takes on excessive risk.

advisor reading financial charts on his laptop

Estate risk management

In our experience, planning for the future often involves a certain degree of risk, but smart financial risk management may diminish some of these risks and help set you and your family up for success. Avidian can coordinate with your estate attorney (and any other advisors or accountants) to help make sure that your estate’s financial affairs are in order. We strive to provide success using prudent strategies for anticipating and addressing potential issues involving asset protection, liquidity, estate tax funding, and other tax strategies.

Collaboration meeting with client attorneys

Optimizing insurance solutions

Our estate planning and risk management services also involve helping you prepare financially for potential long-term health care needs and long-term disability, as well as advice on how to protect your family from the financial consequences of premature death.

While insurance may be the “last line of defense” in risk management, that doesn’t make it any less essential. Our team will help review your current insurance policies to make sure they’re up-to-date, check for gaps in coverage, and assess and compare policies to help you make sure you have the best policies for your needs. Policies we review include but are not limited to:

  • Life insurance
  • Long-term care insurance
  • Disability insurance
  • Health insurance
  • Medicare
  • Property & casualty insurance
  • Buy/sell agreements
Advisor looking at financial charts on laptop

Financial risk management & debt strategies for businesses

Businesses come with their own set of financial risks, with most issues centering around cash flow, insurance plans, and succession planning. Avidian can advise business owners to develop business risk management strategies for:

  • Using cash flow to leverage or eliminate debt
  • Benefit analysis of cash purchase versus financing
  • Collateralized lending strategies
  • Business estate planning and/or succession planning
  • Determining proper valuation
  • Business owner retirement and liquidation

Avidian can help business owners address these issues in a prudent, strategic manner working together to help reduce risk and look for ways to increase the potential for successful business growth. For more information about our services, please visit our business owners page.

CEO reviewing his succession plan on computer

Customized investment and risk management services for foundations and endowments

Our approach at Avidian centers on customizing investment strategies and employing diligent risk mitigation techniques to elevate the financial health of our endowment and private foundation clients.

By carefully balancing the needs for revenue growth against the requirements and ethical goals of your organization, we aim to achieve optimal outcomes. Our investment professionals pride themselves on designing bespoke portfolios that align with the specific objectives and risk profiles of each endowment or foundation, fully compliant with UPMIFA guidelines.

Additionally, our advisors are committed to safeguarding your financial assets through comprehensive diversification and sophisticated risk management practices, thereby aiming to offer a buffer against the unpredictability of financial markets and the broader economic environment.

Foundation for charity presenting their risk management strategy
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Curious about where you stand today? Schedule a meeting with our team and put your portfolio to the test.*