4 Questions to Determine Where to Keep Your Valuables

4 Questions to Determine Where to Keep Your Valuables

If you’d like to keep your important papers and small valuables away from burglars, fire or natural disaster, here are four questions you can ask yourself to determine whether you should store them in a bank safety deposit box, an in-home safe, or both.  How valuable...
Managing Risk For Financially Successful Families

Managing Risk For Financially Successful Families

When it comes to protecting financially successful families, it takes specialty expertise and a dedicated risk advisory team. With multiple properties, high-value assets and potentially costly liability exposures; the family risk profile is extremely complex. Because...
How well are you protected in today’s world of emerging risks?

How well are you protected in today’s world of emerging risks?

Would you and your family be protected if any of these unexpected events happened? A faulty cell phone battery starts a fire that seriously damages your home. Are you covered for the expense of returning the home to its pre-fire condition? What about for living...
When Trusts and LLCs Hold Assets: The Hidden Risks

When Trusts and LLCs Hold Assets: The Hidden Risks

For many highly successful individuals and families, placing the ownership of assets such as homes, boats and other property into trusts and limited liability corporations (LLCs) makes a lot of sense. Whether for tax, privacy or other reasons, trusts and LLCs can be...
Business Loss Scenario: Advisor Skims 401(k) Deposits

Business Loss Scenario: Advisor Skims 401(k) Deposits

Coverage: Fiduciary Liability Cause of Action: Negligent Selection of Advisor Type of Organization: Sports Apparel Retailer Number of Employees: More than 300 Annual Revenue: More than $50 million Description of Event It turned out that the internal investment manager...