Being armed with the right information is the first step toward protecting yourself from financial fraud. Geller’s Mona Manahi and Scott Bush provided insight to Barron’s PENTA, covering:
- The scores of ways families of wealth are vulnerable to financial fraud and ways in which fraud can happen.
- The paradigm shift related to the great wealth transfer, and how that increases risk.
- What’s changed in terms of the threat landscape and fraud prevention measures to consider.
- How to break “the fraud triangle.”