Equity is the portion of your business that represents the ownership stake held by each shareholder. Equity management refers to the process of handling equity instruments and managing portfolios. It includes crucial activities such as equity research and risk management.
It's important to have a clear and concise equity management platform in place so everyone is on the same page, knows what they own, and can see how their equity stake changes over time.
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Legacy planning is the process of deciding how your remaining assets will be distributed upon your passing. As you go through the legacy planning process, an attorney may help you draft several different types of documents that help with this.
Last Will and Testament
A last will and testament is colloquially referred to simply as a "will." This is one of the most common legacy planning documents, and you'll likely draft a will even if you have other documents too.
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Financial institutions will face an assortment of risks that will have to be managed. This is especially true with modern banking as the use of networking and other computer components can substantially increase the range of attacks that the institution could face.
Identifying Potential Sources Of Risk
It is difficult to effectively mitigate a threat or risk if you are not aware of it being a concern. Completing a comprehensive risk assessment for the institution can be a critical step in securing it.
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