In this article, we'll explore the distinctive features of the two types of family offices and the necessary insurance requirements for an embedded family office.
Learn how to resolve trustee and beneficiary conflicts, trustee roles and responsibilities, and the steps beneficiaries should take to protect their assets.
If you own or manage a private trust company, what insurance do you need? Read more for a broad overview, including the background of regulations, typical insurance policies, and what each policy insures.
Private trust companies (PTCs) offer more privacy, flexibility, and potential cost savings to families. But how are they different from or like a family office or a corporate trustee?
The Corporate Transparency Act goes into effect on January 1, 2024. Learn what the CTA is, the new reporting requirements, and how it affects trustees.
Do you need a separate trustee liability policy if you have an extension option under your excess umbrella policy? Look closely at the proposed endorsement—the answer is likely yes.
The turbulence of certain currencies and cryptocurrency trading platforms and market volatility can create stress for beneficiaries and put the trustee in the hot seat.
When it comes to estate planning, the challenge is identifying ADRD at a time when the plan can be put in place before the individual’s condition deteriorates.
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