The Role of EP in the Private Family Office | Olivia Cooper

Family Offices are sometimes seen by EP as 'Unicorns' because of
their inaccessibility. There has also been an assumption in some
quarters that they do not pay enough attention to the type of
Executive Security they procure. Today we are pleased to welcome
Olivia Cooper, Head of Private Wealth and Family Office at Axiom
DWFM to set the record straight and ask:


How can Executive Protection better approach Family Offices
when looking to provide services?

Where can EP add more value and become a trusted security
advisor?

What is keeping UHNWs up at night especially in the coming
months?

How commonplace is the convergence between Wealth Management
and Risk Management within a Family Office?

What would make a trusted advisor stand out and will a firm
professional assessment be more respected than becoming the
'department of yes'?

How is succession planning related to Executive Risk
Management?



About Olivia:


Olivia is Head of Private Wealth and Family Office at Axiom DWFM,
having worked with families and family offices globally for over
20 years. She advises on the most suitable location, structuring
requirements, and the creation of family offices both traditional
and virtual. Olivia manages all of the families’ requirements;
including their succession plans and their lifetime choices,
along with providing future proofing for a family’s wealth for
successive generations.


She has spoken at numerous conferences on various topics crucial
to the ongoing health and wealth of the family office
environment, ranging from security, educating the next generation
to capital placement. Olivia’s commercial acumen and geopolitical
knowledge is invaluable to her clients who recognise her ability
to provide a holistic approach that includes a global outlook for
their family office and private wealth structuring.


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