Risk Management Checklist for Enterprise-Owning Families

From the Family Office Project interview with Webb Stickney, hosted by Jon Carroll

Business-owning families carry risks that rarely appear in their advisory conversations. The operating company represents the largest single asset in most cases — and it's typically the least examined.

This checklist distills the risk management observations Webb Stickney has developed over four decades advising enterprise-owning families. It covers six areas: asset allocation and concentration, succession planning, pre-transaction preparation, family governance, family office structure, and the three-circle framework.

Formatted for use as a working document for family meetings, advisor reviews, or internal planning.

What’s Inside

Six-section framework covering the full risk picture — from operating company concentration to G3 succession

Actionable checklist items structured for governance reviews and advisor briefings

Download the Checklist

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Family Office Project | Host: Jon Carroll

Source material: Interview with Webb Stickney