{"id":19968,"date":"2024-09-20T14:51:18","date_gmt":"2024-09-20T19:51:18","guid":{"rendered":"https:\/\/bolttech.io\/insights\/%e3%82%a6%e3%82%a7%e3%83%ab%e3%82%b9%e3%83%9e%e3%83%8d%e3%82%b8%e3%83%a1%e3%83%b3%e3%83%88%e3%81%ab%e3%81%8a%e3%81%91%e3%82%8b%e6%90%8d%e5%ae%b3%e4%bf%9d%e9%99%ba%e3%81%ae%e9%87%8d%e8%a6%81%e6%80%a7\/"},"modified":"2024-09-20T14:51:26","modified_gmt":"2024-09-20T19:51:26","slug":"%e3%82%a6%e3%82%a7%e3%83%ab%e3%82%b9%e3%83%9e%e3%83%8d%e3%82%b8%e3%83%a1%e3%83%b3%e3%83%88%e3%81%ab%e3%81%8a%e3%81%91%e3%82%8b%e6%90%8d%e5%ae%b3%e4%bf%9d%e9%99%ba%e3%81%ae%e9%87%8d%e8%a6%81%e6%80%a7","status":"publish","type":"insight","link":"https:\/\/bolttech.io\/ja\/insights\/%e3%82%a6%e3%82%a7%e3%83%ab%e3%82%b9%e3%83%9e%e3%83%8d%e3%82%b8%e3%83%a1%e3%83%b3%e3%83%88%e3%81%ab%e3%81%8a%e3%81%91%e3%82%8b%e6%90%8d%e5%ae%b3%e4%bf%9d%e9%99%ba%e3%81%ae%e9%87%8d%e8%a6%81%e6%80%a7\/","title":{"rendered":"\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306b\u304a\u3051\u308b\u640d\u5bb3\u4fdd\u967a\u306e\u91cd\u8981\u6027"},"content":{"rendered":"\n<p>\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306f\u3001\u5bcc\u88d5\u5c64\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u8cc7\u7523\u3092\u7ba1\u7406\u3057\u3001\u9577\u671f\u7684\u306a\u76ee\u6a19\u3092\u9054\u6210\u3059\u308b\u306e\u3092\u652f\u63f4\u3059\u308b\u65b9\u6cd5\u3068\u3057\u3066\u3001\u9577\u3044\u9593\u751f\u547d\u4fdd\u967a\u5546\u54c1\u3092\u4f7f\u7528\u3057\u3066\u304d\u307e\u3057\u305f\u3002\n\u3057\u304b\u3057\u3001\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306b\u304a\u3051\u308b\u4fdd\u967a\u306e\u4fa1\u5024\u306f\u751f\u547d\u4fdd\u967a\u306b\u3068\u3069\u307e\u308a\u307e\u305b\u3093\u3002 <\/p>\n\n<p>\u640d\u5bb3\u4fdd\u967a\u306e\u88dc\u511f\u3082\u3001\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306b\u304a\u3044\u3066\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3057\u307e\u3059\u3002\n\u5546\u696d\u4fdd\u967a\u306f\u3001\u3053\u308c\u3089\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u30d3\u30b8\u30cd\u30b9\u304a\u3088\u3073\u5c02\u9580\u7684\u5229\u76ca\u3092\u4fdd\u8b77\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u304c\u3001\u5f7c\u3089\u306e\u56fa\u6709\u306e\u72b6\u6cc1\u306b\u5408\u308f\u305b\u305f\u30dd\u30ea\u30b7\u30fc\u306f\u3001\u500b\u4eba\u306e\u4f4f\u5c45\u3001\u8eca\u4e21\u3001\u30a2\u30fc\u30c8\u30b3\u30ec\u30af\u30b7\u30e7\u30f3\u3001\u305d\u306e\u4ed6\u306e\u91cd\u8981\u306a\u500b\u4eba\u8ca1\u7523\u3092\u30ab\u30d0\u30fc\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002 <\/p>\n\n<h2 class=\"wp-block-heading\">\u5bcc\u88d5\u5c64\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306b\u3068\u3063\u3066\u306eP&amp;C\u30ab\u30d0\u30ec\u30c3\u30b8\u306e\u91cd\u8981\u6027<\/h2>\n\n<p>\u5bcc\u88d5\u5c64\u306f\u3001\u30e9\u30a4\u30d5\u30b9\u30bf\u30a4\u30eb\u306e\u9078\u629e\u3001\u500b\u4eba\u7684\u304a\u3088\u3073\u5c02\u9580\u7684\u306a\u76ee\u6a19\u3001\u4f4f\u3093\u3067\u3044\u308b\u5834\u6240\u3001\u304a\u91d1\u3092\u7a3c\u304e\u3001\u7dad\u6301\u3059\u308b\u65b9\u6cd5\u306a\u3069\u3001\u5927\u304d\u304f\u7570\u306a\u308a\u307e\u3059\u3002<\/p>\n\n<p>\u5f7c\u3089\u306e\u7d14\u8cc7\u7523\u306f\u5225\u3068\u3057\u3066\u3001\u591a\u304f\u306e\u5bcc\u88d5\u5c64\u306f\u5171\u901a\u3059\u308b\u7279\u5fb4\u304c1\u3064\u3060\u3051\u3067\u3059:\u5f7c\u3089\u306f\u4fdd\u967a\u306b\u52a0\u5165\u3057\u3066\u3044\u306a\u3044\u3068\u3001CNA\u30a4\u30f3\u30b7\u30e5\u30a2\u30e9\u30f3\u30b9\u306e\u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u30d0\u30a4\u30b9\u30d7\u30ec\u30b8\u30c7\u30f3\u30c8\u517c\u6700\u9ad8\u57f7\u884c\u8cac\u4efb\u8005\u3067\u3042\u308b <a href=\"https:\/\/insuranceblog.accenture.com\/capturing-the-high-net-worth-insurance-market\" target=\"_blank\" rel=\"noreferrer noopener\">\u30de\u30a4\u30b1\u30eb\u30b3\u30b9\u30c8\u30cb\u30b9<\/a>\u306f\u66f8\u3044\u3066\u3044\u307e\u3059\u3002<\/p>\n\n<p>\u300c\u696d\u754c\u30a2\u30ca\u30ea\u30b9\u30c8\u306f\u3001\u9ad8\u7d1a\u4f4f\u5b85\u306e10\u8ed2\u306e\u3046\u30617\u8ed2\u304c\u4fdd\u967a\u306b\u52a0\u5165\u3057\u3066\u3044\u306a\u3044\u3068\u63a8\u5b9a\u3057\u3066\u3044\u307e\u3059\u3002\n\u3055\u3089\u306b\u3001\u591a\u304f\u306e\u5bcc\u88d5\u5c64 [high net worth individuals] \u306f\u3001\u8cc7\u7523\u3084\u30ea\u30b9\u30af\u306e\u4fa1\u5024\u306b\u5fdc\u3058\u3066\u88dc\u511f\u9650\u5ea6\u984d\u3092\u8abf\u6574\u3057\u3066\u3044\u307e\u305b\u3093\u300d\u3068\u30b3\u30b9\u30c8\u30cb\u30b9\u306f\u66f8\u3044\u3066\u3044\u307e\u3059\u3002 <\/p>\n\n<h3 class=\"wp-block-heading\">\u5bcc\u88d5\u5c64\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u305f\u3081\u306e\u72ec\u81ea\u306e\u30ab\u30d0\u30ec\u30c3\u30b8\u30cb\u30fc\u30ba<\/h3>\n\n<p>\u5bcc\u88d5\u5c64\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306f\u3001\u304a\u91d1\u3092\u7a3c\u304e\u3001\u6295\u8cc7\u3059\u308b\u3053\u3068\u306b\u9577\u3051\u3066\u3044\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u304c\u3001\u7279\u306b\u4f4f\u5b85\u3001\u8eca\u4e21\u3001\u5bb6\u65cf\u306e\u5bb6\u5b9d\u3001\u30d3\u30b8\u30cd\u30b9\u3001\u305d\u306e\u4ed6\u306e\u8cc7\u7523\u306e\u8907\u96d1\u306a\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306b\u9069\u7528\u3055\u308c\u308b\u5834\u5408\u3001\u4fdd\u967a\u306e\u30cb\u30e5\u30a2\u30f3\u30b9\u3092\u628a\u63e1\u3059\u308b\u305f\u3081\u306e\u5c02\u9580\u77e5\u8b58\u3092\u5fc5\u305a\u3057\u3082\u6301\u3063\u3066\u3044\u308b\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\n\u305d\u306e\u7d50\u679c\u3001\u3053\u308c\u3089\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306f\u5fc5\u8981\u4ee5\u4e0a\u306b\u88dc\u511f\u7bc4\u56f2\u304c\u5c11\u306a\u3044\u3053\u3068\u304c\u591a\u304f\u3001\u5f7c\u3089\u306b\u3068\u3063\u3066\u6700\u3082\u91cd\u8981\u306a\u3082\u306e\u306e\u4e00\u90e8\u304c\u307e\u3063\u305f\u304f\u30ab\u30d0\u30fc\u3055\u308c\u3066\u3044\u306a\u3044\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002 <\/p>\n\n<p>\u305f\u3068\u3048\u3070\u3001\u591a\u304f\u306e\u5bcc\u88d5\u5c64\u306e\u500b\u4eba\u3084\u5bb6\u65cf\u306f\u3001\u6a19\u6e96\u7684\u306a\u4f4f\u5b85\u6240\u6709\u8005\u306e\u30dd\u30ea\u30b7\u30fc\u3067\u30ab\u30d0\u30fc\u3055\u308c\u3066\u3044\u306a\u3044\u53ef\u80fd\u6027\u306e\u3042\u308b\u8cb4\u91cd\u306a\u30b3\u30ec\u30af\u30b7\u30e7\u30f3\u3001\u9aa8\u8463\u54c1\u3001\u307e\u305f\u306f\u5bb6\u65cf\u306e\u5bb6\u5b9d\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u3002\n\u3053\u308c\u3089\u306e\u3044\u304f\u3064\u304b\u306f\u3001\u305d\u306e\u4fa1\u5024\u304c\u975e\u5e38\u306b\u30e6\u30cb\u30fc\u30af\u3067\u3042\u308b\u305f\u3081\u3001\u30ab\u30d0\u30fc\u3059\u308b\u306e\u304c\u7279\u306b\u96e3\u3057\u3044\u5834\u5408\u304c\u3042\u308a\u307e\u3059\u3002 <\/p>\n\n<p>\u3053\u308c\u3089\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306b\u3068\u3063\u3066\u3001\u8cb4\u91cd\u306a\u8a18\u4e8b\u306e\u4fdd\u967a\u306f\u3001\u4f4f\u5b85\u6240\u6709\u8005\u306e\u30dd\u30ea\u30b7\u30fc\u304c\u30ab\u30d0\u30fc\u3057\u3066\u3044\u306a\u3044\u30a2\u30a4\u30c6\u30e0\u3092\u30ab\u30d0\u30fc\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002\n\u3053\u308c\u3089\u306e\u30dd\u30ea\u30b7\u30fc\u306f\u3001\u591a\u304f\u306e\u5834\u5408\u3001\u975e\u5e38\u306b\u9069\u5fdc\u6027\u304c\u9ad8\u304f\u3001\u30b3\u30ec\u30af\u30b7\u30e7\u30f3\u304b\u3089\u7d99\u627f\u3055\u308c\u305f\u5546\u54c1\u3001\u8cb4\u91cd\u306a\u904b\u52d5\u5668\u5177\u307e\u3067\u3059\u3079\u3066\u3092\u30ab\u30d0\u30fc\u3057\u3066\u3044\u307e\u3059\u3001\u3068\u30aa\u30fc\u30ad\u30c3\u30c9\u4fdd\u967a\u306e\u5168\u7c73\u5bcc\u88d5\u5c64\u30d3\u30b8\u30cd\u30b9\u958b\u767a\u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u3067\u3042\u308b <a href=\"https:\/\/www.insurancebusinessmag.com\/us\/news\/high-net-worth\/protecting-prized-possessions-with-valuable-articles-insurance-180033.aspx\" target=\"_blank\" rel=\"noreferrer noopener\">\u30c1\u30e3\u30fc\u30ea\u30fc\u30fb\u30b0\u30e9\u30cf\u30e0<\/a>\u306f\u8ff0\u3079\u3066\u3044\u307e\u3059\u3002 <\/p>\n\n<p>\u5bcc\u88d5\u5c64\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306f\u3001\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3068\u30c7\u30fc\u30bf\u4fdd\u8b77\u306e\u305f\u3081\u306e\u7279\u5b9a\u306e\u88dc\u511f\u3082\u5fc5\u8981\u3068\u3059\u308b\u5834\u5408\u304c\u3042\u308a\u307e\u3059\u3002\n\u300c\u5bcc\u88d5\u5c64\u306f\u3001\u975e\u5e38\u306b\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u60c5\u5831\u3092\u5927\u91cf\u306b\u6301\u3063\u3066\u3044\u308b\u50be\u5411\u304c\u3042\u308a\u307e\u3059\u3002\u5f7c\u3089\u306e\u8a55\u5224\u306f\u91cd\u8981\u3067\u3042\u308b\u305f\u3081\u3001\u7d4c\u6e08\u7684\u4fa1\u5024\u306e\u306a\u3044\u3082\u306e\u3067\u3055\u3048\u3001\u91cd\u5927\u306a\u640d\u5bb3\u3092\u5f15\u304d\u8d77\u3053\u3059\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u300d\u3068\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u5f01\u8b77\u58eb\u306e <a href=\"https:\/\/www.worth.com\/the-7-biggest-threats-facing-high-net-worth-families-today\/\" target=\"_blank\" rel=\"noreferrer noopener\">\u30de\u30fc\u30af\u30fb\u30e9\u30c3\u30b7\u30e5<\/a>\u306f\u8ff0\u3079\u3066\u3044\u307e\u3059\u3002 <\/p>\n\n<p>\u5bcc\u88d5\u5c64\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306f\u3001\u4fdd\u967a\u4f1a\u793e\u306b\u3068\u3063\u3066\u307b\u3068\u3093\u3069\u672a\u958b\u62d3\u306e\u5e02\u5834\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\n\u5bcc\u88d5\u5c64\u306e\u500b\u4eba\u4fdd\u967a\u306e\u30cb\u30fc\u30ba\u3092\u5c02\u9580\u3068\u3059\u308b\u4e0a\u4f4d3\u3064\u306e\u4fdd\u967a\u4f1a\u793e\u306f\u3001\u4fdd\u967a\u6599\u306e15%\u672a\u6e80\u3092\u30ab\u30d0\u30fc\u3057\u3066\u3044\u307e\u3059\u3002\n\u4e00\u65b9\u3001\u3053\u308c\u3089\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e75%\u306f\u3001\u72ec\u7acb\u3057\u305f\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u3084\u30d6\u30ed\u30fc\u30ab\u30fc\u3068\u5354\u529b\u3057\u3066\u3044\u308b\u3068Costonis\u6c0f\u306f\u8a00\u3044\u307e\u3059\u3002  <\/p>\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"679\" src=\"https:\/\/bolttech.io\/wp-content\/uploads\/2024\/09\/business-discussion-at-office-1024x679.jpg\" alt=\"\" class=\"wp-image-8690\" srcset=\"https:\/\/bolttech.io\/wp-content\/uploads\/2024\/09\/business-discussion-at-office-1024x679.jpg 1024w, https:\/\/bolttech.io\/wp-content\/uploads\/2024\/09\/business-discussion-at-office-300x199.jpg 300w, https:\/\/bolttech.io\/wp-content\/uploads\/2024\/09\/business-discussion-at-office-768x509.jpg 768w, https:\/\/bolttech.io\/wp-content\/uploads\/2024\/09\/business-discussion-at-office.jpg 1280w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<h2 class=\"wp-block-heading\">\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u30c4\u30fc\u30eb\u3068\u3057\u3066\u306e\u640d\u5bb3\u4fdd\u967a<\/h2>\n\n<p>\u5bcc\u88d5\u5c64\u306e\u500b\u4eba\u3084\u5bb6\u65cf\u306b\u3068\u3063\u3066\u3001\u8cc7\u7523\u904b\u7528\u306f\u59cb\u307e\u308a\u3092\u63d0\u4f9b\u3057\u307e\u3059\u304c\u3001\u76ee\u6a19\u3092\u9054\u6210\u3057\u306a\u304c\u3089\u30cb\u30fc\u30ba\u3092\u4fdd\u8b77\u3059\u308b\u306b\u306f\u5341\u5206\u3067\u306f\u306a\u3044\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002\n\u3080\u3057\u308d\u3001\u3053\u308c\u3089\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306f\u3001\u300c\u500b\u3005\u306e\u76ee\u6a19\u3068\u91ce\u5fc3\u3092\u9054\u6210\u3059\u308b\u65b9\u6cd5\u3067\u304a\u91d1\u3092\u6700\u9069\u5316\u3059\u308b\u305f\u3081\u306b\u3001\u5168\u4f53\u306e\u8ca1\u52d9\u72b6\u6cc1\u3092\u5e45\u5e83\u304f\u898b\u308b\u300d\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3068\u5354\u529b\u3059\u308b\u3053\u3068\u3067\u5229\u76ca\u3092\u5f97\u308b\u3053\u3068\u304c\u591a\u3044\u3068\u3001Red Carpet Capital\u306eCEO\u3067\u3042\u308b <a href=\"https:\/\/daglar-cizmeci.com\/asset-management-vs-wealth-management\/\" target=\"_blank\" rel=\"noreferrer noopener\">Daglar Cizmeci<\/a>\u6c0f\u306f\u66f8\u3044\u3066\u3044\u307e\u3059\u3002 <\/p>\n\n<p>\u3053\u306e\u5e83\u3044\u8996\u91ce\u3067\u3088\u304f\u53d6\u308a\u4e0a\u3052\u3089\u308c\u308b\u30c8\u30d4\u30c3\u30af\u306e1\u3064\u306f\u3001\u640d\u5bb3\u4fdd\u967a\u306e\u88dc\u511f\u7bc4\u56f2\u3067\u3059\u3002<\/p>\n\n<h3 class=\"wp-block-heading\">\u5bcc\u88d5\u5c64\u306e\u9867\u5ba2\u3092\u72ec\u81ea\u306e\u30ea\u30b9\u30af\u304b\u3089\u5b88\u308b<\/h3>\n\n<p>\u5bcc\u88d5\u5c64\u306e\u9867\u5ba2\u5411\u3051\u306e\u640d\u5bb3\u4fdd\u967a\u306f\u3001\u591a\u304f\u306e\u5834\u5408\u3001\u500b\u4eba\u3068\u30d3\u30b8\u30cd\u30b9\u306e\u4e21\u65b9\u306e\u89d2\u5ea6\u3092\u8003\u616e\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3060\u3051\u3067\u306a\u304f\u3001\u4ed6\u306e\u4fdd\u967a\u9867\u5ba2\u306b\u3068\u3063\u3066\u306f\u61f8\u5ff5\u4e8b\u9805\u3067\u306f\u306a\u3044\u304b\u3082\u3057\u308c\u306a\u3044\u30b0\u30ec\u30fc\u30be\u30fc\u30f3\u3082\u8003\u616e\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n<p>\u305f\u3068\u3048\u3070\u3001\u5bcc\u88d5\u5c64\u306f\u3001\u6e05\u6383\u4e8b\u6545\u3001\u30b9\u30bf\u30c3\u30d5\u306b\u3088\u308b\u76d7\u96e3\u3001\u307e\u305f\u306f\u5f93\u696d\u54e1\u3084\u30b5\u30fc\u30d3\u30b9\u6a5f\u95a2\u304b\u3089\u306e\u8a34\u8a1f\u304b\u3089\u5efa\u7269\u3084\u8ca1\u7523\u3092\u4fdd\u8b77\u3059\u308b\u88dc\u511f\u3092\u6c42\u3081\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3068\u3001Investopedia\u306e <a href=\"https:\/\/www.investopedia.com\/ask\/answers\/052515\/what-are-benefits-high-net-worth-insurance.asp\" target=\"_blank\" rel=\"noreferrer noopener\">Sean Ross\u306f<\/a> \u66f8\u3044\u3066\u3044\u307e\u3059\u3002\n\u3053\u306e\u88dc\u511f\u7bc4\u56f2\u306f\u3001\u4ed6\u306e\u9867\u5ba2\u306b\u3068\u3063\u3066\u306f\u307b\u3068\u3093\u3069\u4fa1\u5024\u304c\u306a\u3044\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u304c\u3001\u5bcc\u88d5\u5c64\u306e\u5bcc\u3092\u4fdd\u8b77\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002 <\/p>\n\n<p>\u591a\u304f\u306e\u5bcc\u88d5\u5c64\u306e\u5bb6\u65cf\u306f\u3001\u30d5\u30a1\u30df\u30ea\u30fc\u30aa\u30d5\u30a3\u30b9\u3092\u901a\u3058\u3066\u5bb6\u65cf\u306e\u554f\u984c\u3092\u7ba1\u7406\u3057\u3066\u3044\u307e\u3059\u3002\n\u3053\u308c\u3089\u306e\u30aa\u30d5\u30a3\u30b9\u306f\u3001\u8ca1\u52d9\u3001\u30b9\u30b1\u30b8\u30e5\u30fc\u30ea\u30f3\u30b0\u3001\u305d\u306e\u4ed6\u306e\u5e45\u5e83\u3044\u554f\u984c\u3092\u6271\u3044\u307e\u3059\u3002\nBoston Private\u306e\u30de\u30cd\u30fc\u30b8\u30f3\u30b0\u30c7\u30a3\u30ec\u30af\u30bf\u30fc\u3067\u3042\u308b <a href=\"https:\/\/www.citigold.privateclient.citibank.com\/ivc\/docs\/FamilyOffices_Cybersecurity.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Edward V. Marshall<\/a>\u6c0f\u306b\u3088\u308b2017\u5e74\u306e\u30ec\u30dd\u30fc\u30c8\u306b\u3088\u308b\u3068\u3001\u30d5\u30a1\u30df\u30ea\u30fc\u30aa\u30d5\u30a3\u30b9\u306e\u7d0415%\u304c\u30b5\u30a4\u30d0\u30fc\u653b\u6483\u3092\u7d4c\u9a13\u3057\u3066\u3044\u307e\u3059\u3002\n\u3053\u308c\u3089\u306e\u30a4\u30d9\u30f3\u30c8\u3001\u304a\u3088\u3073\u30d5\u30a1\u30df\u30ea\u30fc\u30aa\u30d5\u30a3\u30b9\u306e\u7269\u7406\u7684\u306a\u65bd\u8a2d\u3068\u30b3\u30f3\u30c6\u30f3\u30c4\u306e\u88dc\u511f\u306f\u3001\u5bcc\u88d5\u5c64\u306e\u500b\u4eba\u307e\u305f\u306f\u5bb6\u65cf\u306e\u8cc7\u7523\u3092\u4fdd\u8b77\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002   <\/p>\n\n<h3 class=\"wp-block-heading\">\u4fdd\u967a\u306f\u5bcc\u88d5\u5c64\u304c\u3088\u308a\u826f\u3044\u6295\u8cc7\u6c7a\u5b9a\u3092\u4e0b\u3059\u306e\u306b\u3069\u306e\u3088\u3046\u306b\u5f79\u7acb\u3064\u304b<\/h3>\n\n<p>\u9069\u5207\u306aP&amp;C\u4fdd\u967a\u306f\u3001\u5bcc\u88d5\u5c64\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u3088\u308a\u826f\u3044\u6295\u8cc7\u6c7a\u5b9a\u3092\u4e0b\u3059\u306e\u306b\u3082\u5f79\u7acb\u3061\u307e\u3059\u3002\n\u4f8b\u3048\u3070\u3001\u30e2\u30eb\u30ac\u30f3\u30fb\u30b9\u30bf\u30f3\u30ec\u30fc\u306f\u6700\u8fd1\u3001\u30cf\u30d6\u3084\u30a6\u30a4\u30ea\u30b9\u30fb\u30bf\u30ef\u30fc\u30ba\u30ef\u30c8\u30bd\u30f3\u306a\u3069\u306e\u30d6\u30ed\u30fc\u30ab\u30fc\u3092\u901a\u3058\u3066\u3001\u5bcc\u88d5\u5c64\u306e\u9867\u5ba2\u306b\u640d\u5bb3\u4fdd\u967a\u306e\u63d0\u4f9b\u3092\u958b\u59cb\u3057\u307e\u3057\u305f\u3002 <\/p>\n\n<p>\u30e2\u30eb\u30ac\u30f3\u30fb\u30b9\u30bf\u30f3\u30ec\u30fc\u30fb\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306e\u30de\u30cd\u30fc\u30b8\u30f3\u30b0\u30fb\u30c7\u30a3\u30ec\u30af\u30bf\u30fc\u3067\u3042\u308b <a href=\"https:\/\/www.wealthmanagement.com\/industry\/morgan-stanley-pens-referral-partnership-bring-pc-insurance-hnw-clients\" target=\"_blank\" rel=\"noreferrer noopener\">\u30b8\u30e7\u30bb\u30d5\u30fb\u30c8\u30ec\u30c0\u30ce<\/a>\u6c0f\u306f\u3001\u30e2\u30eb\u30ac\u30f3\u30fb\u30b9\u30bf\u30f3\u30ec\u30fc\u306f\u3001\u3053\u308c\u3089\u306e\u9867\u5ba2\u306b\u5408\u308f\u305b\u305f\u640d\u5bb3\u4fdd\u967a\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u4f53\u9a13\u3092\u5411\u4e0a\u3055\u305b\u3001\u9867\u5ba2\u3092\u3088\u308a\u52b9\u679c\u7684\u306a\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306b\u4f4d\u7f6e\u3065\u3051\u308b\u3053\u3068\u3092\u76ee\u6307\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n<p>\u300c\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u3001\u30bb\u30ab\u30f3\u30c9\u30cf\u30a6\u30b9\u3001\u30dc\u30fc\u30c8\u3001\u7f8e\u8853\u30b3\u30ec\u30af\u30b7\u30e7\u30f3\u306a\u3069\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u30ea\u30b9\u30af\u304c\u52b9\u679c\u7684\u306b\u30d8\u30c3\u30b8\u3055\u308c\u3001\u5f7c\u3089\u306e\u8ca0\u50b5\u304c\u51e6\u7406\u3055\u308c\u3066\u3044\u308b\u3053\u3068\u3092\u77e5\u3063\u3066\u3044\u308b\u5834\u5408\u3001\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3088\u308a\u7a4d\u6975\u7684\u306b\u306a\u308a\u3001\u5bcc\u88d5\u5c64\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u8cc7\u7523\u3092\u5897\u3084\u3059\u306e\u306b\u5f79\u7acb\u3064\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63a8\u5968\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u300d\u3068\u30c8\u30ec\u30c0\u30ce\u6c0f\u306f\u8a00\u3044\u307e\u3059\u3002<\/p>\n\n<figure class=\"wp-block-image aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"682\" src=\"https:\/\/bolttech.io\/wp-content\/uploads\/2024\/09\/man-on-phone-1024x682.jpg\" alt=\"\" class=\"wp-image-8680\" srcset=\"https:\/\/bolttech.io\/wp-content\/uploads\/2024\/09\/man-on-phone-1024x682.jpg 1024w, https:\/\/bolttech.io\/wp-content\/uploads\/2024\/09\/man-on-phone-300x200.jpg 300w, https:\/\/bolttech.io\/wp-content\/uploads\/2024\/09\/man-on-phone-768x512.jpg 768w, https:\/\/bolttech.io\/wp-content\/uploads\/2024\/09\/man-on-phone.jpg 1280w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n<h2 class=\"wp-block-heading\">\u30c7\u30b8\u30bf\u30eb\u4e16\u754c\u306b\u304a\u3051\u308b\u640d\u5bb3\u4fdd\u967a\u3068\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8<\/h2>\n\n<p>\u307e\u305f\u3001COVID-19\u306e\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u306b\u3088\u308a\u3001\u4fdd\u967a\u4f1a\u793e\u3084\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001\u9867\u5ba2\u306b\u4ee3\u308f\u3063\u3066\u696d\u52d9\u3092\u9042\u884c\u3059\u308b\u305f\u3081\u306b\u4f7f\u7528\u3059\u308b\u696d\u52d9\u3084\u30c4\u30fc\u30eb\u3092\u518d\u8003\u3059\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3057\u305f\u3002\n\u30d1\u30f3\u30c7\u30df\u30c3\u30af\u306f\u5371\u6a5f\u3067\u3042\u308b\u3068\u540c\u6642\u306b\u3001\u4fdd\u967a\u4f1a\u793e\u3084\u91d1\u878d\u6a5f\u95a2\u304c\u9577\u3044\u9593\u5fc5\u8981\u3068\u3057\u3066\u3044\u305f\u6539\u5584\u3092\u884c\u3046\u6a5f\u4f1a\u3067\u3082\u3042\u308b\u3068\u3001 <a href=\"https:\/\/www.bcg.com\/publications\/2020\/global-wealth-future-of-wealth-management-ceo-agenda\" target=\"_blank\" rel=\"noreferrer noopener\">BCG\u306e\u30a2\u30f3\u30ca\u30fb\u30b6\u30af\u30eb\u30bc\u30d5\u30b9\u30ad(Anna Zakrzewski<\/a> )\u7814\u7a76\u54e1\u306f\u66f8\u3044\u3066\u3044\u307e\u3059\u3002 <\/p>\n\n<p>\u4fdd\u967a\u4f1a\u793e\u304c\u5bcc\u88d5\u5c64\u306e\u9867\u5ba2\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u62e1\u5927\u3059\u308b\u65b9\u6cd5\u306e1\u3064\u306f\u3001\u3053\u308c\u3089\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u56fa\u6709\u306e\u30cb\u30fc\u30ba\u306b\u5bfe\u5fdc\u3059\u308b\u30ef\u30f3\u30b9\u30c8\u30c3\u30d7\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3059\u308b\u30c7\u30b8\u30bf\u30eb\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3092\u8a2d\u7acb\u307e\u305f\u306f\u63d0\u643a\u3059\u308b\u3053\u3068\u3067\u3059\u3002\n\u305f\u3068\u3048\u3070\u3001\u5bcc\u88d5\u5c64\u306e\u500b\u4eba\u306f\u3001\u8cb4\u91cd\u306a\u30a2\u30a4\u30c6\u30e0\u3084\u30b3\u30ec\u30af\u30b7\u30e7\u30f3\u306e\u9069\u5207\u306a\u88dc\u511f\u3092\u5f97\u308b\u305f\u3081\u306b\u3001\u9451\u5b9a\u58eb\u306e\u652f\u63f4\u3092\u5fc5\u8981\u3068\u3059\u308b\u3053\u3068\u304c\u3088\u304f\u3042\u308a\u307e\u3059\u3002\n\u3053\u308c\u3089\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u30cb\u30fc\u30ba\u306b\u5408\u308f\u305b\u305f\u30c7\u30b8\u30bf\u30eb\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u9451\u5b9a\u58eb\u3092\u898b\u3064\u3051\u308b\u306e\u306b\u5f79\u7acb\u3064\u3068\u540c\u6642\u306b\u3001\u6700\u9069\u306a\u88dc\u511f\u30aa\u30d7\u30b7\u30e7\u30f3\u3092\u63a8\u5968\u3059\u308b\u3053\u3068\u3082\u3067\u304d\u307e\u3059\u3002  <\/p>\n\n<p>\u300c\u3059\u3079\u3066\u304c\u4fdd\u967a\u306b\u52a0\u5165\u3057\u3066\u3044\u307e\u3059\u3002\u305f\u3060\u3001\u4fa1\u683c\u304c\u9055\u3046\u3060\u3051\u3060\u3088\u300d\u3068BB&amp;T\u306e <a href=\"https:\/\/www.sboneinsurance.com\/personal-insurance-high-worth-individuals\/\" target=\"_blank\" rel=\"noreferrer noopener\">\u30c8\u30cb\u30fb\u30c7\u30a4\u30f4\u30a3\u30b9\u306f<\/a>\u8a00\u3046\u3002\n\u640d\u5bb3\u4fdd\u967a\u4f1a\u793e\u304c\u30c7\u30b8\u30bf\u30eb\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u5185\u3067\u9451\u5b9a\u58eb\u3084\u305d\u306e\u4ed6\u306e\u5c02\u9580\u5bb6\u3068\u5354\u529b\u3059\u308b\u3053\u3068\u3067\u3001\u5bcc\u88d5\u5c64\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306f\u5fc5\u8981\u306a\u88dc\u511f\u3092\u7406\u89e3\u3057\u3001\u8cfc\u5165\u3057\u3084\u3059\u304f\u306a\u308a\u307e\u3059\u3002 <\/p>\n\n<p>\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u304c\u30c7\u30b8\u30bf\u30eb\u7a7a\u9593\u306b\u79fb\u884c\u3059\u308b\u4e2d\u3001\u30c7\u30b8\u30bf\u30eb\u30d7\u30ec\u30bc\u30f3\u30b9\u3068\u30a4\u30f3\u30d5\u30e9\u304c\u78ba\u7acb\u3055\u308c\u3066\u3044\u308b\u4f01\u696d\u306f\u3001\u5bcc\u88d5\u5c64\u306e\u9867\u5ba2\u3068\u306e\u95a2\u4fc2\u3092\u3081\u3050\u3063\u3066\u7af6\u4e89\u76f8\u624b\u306b\u306a\u308b\u65b9\u6cd5\u3092\u6a21\u7d22\u3057\u3066\u3044\u307e\u3059\u3002\n\u4f8b\u3048\u3070\u3001\u30a2\u30ea\u30d0\u30d0\u3084\u30a2\u30de\u30be\u30f3\u306a\u3069\u306e\u4f01\u696d\u306f\u3001\u4eca\u5f8c\u6570\u5e74\u9593\u3067\u30c7\u30b8\u30bf\u30eb\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306b\u9032\u51fa\u3059\u308b\u3068\u4e88\u60f3\u3055\u308c\u3066\u3044\u308b\u3068\u3001\u30d5\u30a3\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30bf\u30a4\u30e0\u30ba\u7d19\u306e <a href=\"https:\/\/www.ft.com\/content\/d0249e7e-c526-4f41-941e-0debe1c9cd61\" target=\"_blank\" rel=\"noreferrer noopener\">\u30b9\u30c6\u30d5\u30a1\u30f3\u30fb\u30ef\u30b0\u30b9\u30c6\u30a3\u30eb<\/a> \u6c0f\u306f\u66f8\u3044\u3066\u3044\u307e\u3059\u3002 <\/p>\n\n<p>\u3053\u308c\u3089\u306e\u4f01\u696d\u306f\u3001\u30c7\u30b8\u30bf\u30eb\u30b5\u30fc\u30d3\u30b9\u306b\u304a\u3051\u308b\u6bd4\u985e\u306e\u306a\u3044\u7d4c\u9a13\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u4fdd\u967a\u4f1a\u793e\u3084\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u4f1a\u793e\u307b\u3069\u306e\u6df1\u3044\u5c02\u9580\u77e5\u8b58\u3092\u6301\u3063\u3066\u3044\u307e\u305b\u3093\u3002\n\u5bcc\u88d5\u5c64\u306b\u3068\u3063\u3066\u3001\u5c02\u9580\u77e5\u8b58\u306e\u63d0\u4f9b\u306f\u8caf\u84c4\u306e\u63d0\u4f9b\u3088\u308a\u3082\u4fa1\u5024\u304c\u3042\u308b\u3053\u3068\u304c\u591a\u3044\u3068\u3001Chubb Europe\u306e\u30d1\u30fc\u30bd\u30ca\u30eb\u30ea\u30b9\u30af\u30b5\u30fc\u30d3\u30b9\u8cac\u4efb\u8005\u3067\u3042\u308b <a href=\"https:\/\/www.insurancebusinessmag.com\/us\/news\/high-net-worth\/why-having-an-internet-presence-can-bring-highnet-worth-clients-to-brokers-168302.aspx\" target=\"_blank\" rel=\"noreferrer noopener\">Annmarie Camp<\/a>\u6c0f\u306f\u8ff0\u3079\u3066\u3044\u307e\u3059 <\/p>\n\n<p>Camp\u6c0f\u306f\u3001\u5bcc\u88d5\u5c64\u306e\u9867\u5ba2\u306b\u30ea\u30fc\u30c1\u3059\u308b\u306b\u306f\u3001\u4fdd\u967a\u4f1a\u793e\u304c\u300c\u305d\u306e\u6df7\u4e71\u3092\u3059\u3079\u3066\u5207\u308a\u629c\u3051\u3066\u3001\u4eba\u3005\u306b\u300e\u3042\u306a\u305f\u306f\u9054\u6210\u3057\u305f\u3053\u3068\u306e\u305f\u3081\u306b\u4e00\u751f\u61f8\u547d\u50cd\u3044\u3066\u304d\u307e\u3057\u305f\u304c\u3001\u975e\u5e38\u306b\u5fd9\u3057\u3044\u3053\u3068\u306f\u627f\u77e5\u3057\u3066\u3044\u307e\u3059\u3002\u3042\u306a\u305f\u304c\u4fdd\u967a\u306b\u52a0\u5165\u3057\u3066\u3044\u306a\u3044\u3053\u3068\u3092\u5fc3\u914d\u3059\u308b\u3053\u3068\u306a\u304f\u3001\u3059\u3079\u3066\u3092\u6574\u7406\u3059\u308b\u305f\u3081\u306b\u5c02\u9580\u5bb6\u3092\u62db\u304d\u307e\u3057\u3087\u3046\u300f\u3068\u4f1d\u3048\u308b\u65b9\u6cd5\u3092\u691c\u8a0e\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3068\u8ff0\u3079\u3066\u3044\u307e\u3059\u3002<\/p>\n\n<p>\u591a\u304f\u306e\u640d\u5bb3\u4fdd\u967a\u4f1a\u793e\u306f\u3001\u9867\u5ba2\u304c\u30c7\u30b8\u30bf\u30eb\u3067\u4fdd\u967a\u3092\u8cfc\u5165\u3057\u3001\u4fdd\u967a\u3092\u304b\u3051\u308b\u3053\u3068\u3092\u3053\u308c\u307e\u3067\u4ee5\u4e0a\u306b\u7c21\u5358\u306b\u3057\u3066\u3044\u307e\u3059\u3002\n\u5bcc\u88d5\u5c64\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u56fa\u6709\u306e\u30cb\u30fc\u30ba\u3092\u8003\u616e\u3059\u308b\u3053\u3068\u3067\u3001\u4fdd\u967a\u4f1a\u793e\u306f\u3053\u308c\u3089\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3092\u5f15\u304d\u4ed8\u3051\u308b\u30c7\u30b8\u30bf\u30eb\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3092\u69cb\u7bc9\u3067\u304d\u307e\u3059\u3002 <\/p>\n\n<p><em>\u753b\u50cf\u63d0\u4f9b:Monika Mlynek\/\u00a9123RF.com\u3001Cathy Yeulet\/\u00a9123RF.com\u3001langstrup\/\u00a9123RF.com<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306f\u3001\u5bcc\u88d5\u5c64\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u8cc7\u7523\u3092\u7ba1\u7406\u3057\u3001\u9577\u671f\u7684\u306a\u76ee\u6a19\u3092\u9054\u6210\u3059\u308b\u306e\u3092\u652f\u63f4\u3059\u308b\u65b9\u6cd5\u3068\u3057\u3066\u3001\u9577\u3044\u9593\u751f\u547d\u4fdd\u967a\u5546\u54c1\u3092\u4f7f\u7528\u3057\u3066\u304d\u307e\u3057\u305f\u3002 \u3057\u304b\u3057\u3001\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306b\u304a\u3051\u308b\u4fdd\u967a\u306e\u4fa1\u5024\u306f\u751f\u547d\u4fdd\u967a\u306b\u3068\u3069\u307e\u308a\u307e\u305b\u3093\u3002 [&hellip;]<\/p>\n","protected":false},"featured_media":8705,"template":"","insight-category":[],"class_list":["post-19968","insight","type-insight","status-publish","has-post-thumbnail","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/bolttech.io\/ja\/wp-json\/wp\/v2\/insight\/19968","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bolttech.io\/ja\/wp-json\/wp\/v2\/insight"}],"about":[{"href":"https:\/\/bolttech.io\/ja\/wp-json\/wp\/v2\/types\/insight"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/bolttech.io\/ja\/wp-json\/wp\/v2\/media\/8705"}],"wp:attachment":[{"href":"https:\/\/bolttech.io\/ja\/wp-json\/wp\/v2\/media?parent=19968"}],"wp:term":[{"taxonomy":"insight-category","embeddable":true,"href":"https:\/\/bolttech.io\/ja\/wp-json\/wp\/v2\/insight-category?post=19968"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}