Barron’s PENTA Feature: Preventing the Rising Threat of Financial Fraud Among Families of Wealth

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.”

Read the full article at Barron’s PENTA here.