Insights | Private Client

INSIGHTS

Regulations for Family Offices: Prepare with Risk Management

Read more about the circumstances around potential new regulation as well as how family offices can prepare with risk management.

Judith Pearson

Regulations for Family Offices: Prepare with Risk Management

Read more about the circumstances around potential new regulation as well as how family offices can prepare with risk management.

What’s Ahead for Cryptocurrency and Trust Companies?

Read more for how cryptocurrency is affecting trust companies, the risk involved, and how you can manage it.

The Future of ESOP Formation Under the Biden Tax Plan

The announcement of the proposed Biden tax plan has created concern about the prospective increase in capital gains tax and the impact on ESOP formation.

Is an ESOP Transaction Right for Your Business?

Read more about what an ESOP transaction is and explore both its benefits and its unique insurance needs.

Understanding E&O and D&O for Family Offices

Read more about the management liability issues facing family offices and the two insurance programs that protect them.

Learning from Tragedy: What Tony Hsieh’s Death Teaches Us about Estate Planning for Entrepreneurs

Many entrepreneurs neglect to plan for their financial future after the Initial Public Offering (IPO), and they may end up passing without a will, which puts their company and assets at risk.

I Had to Evacuate My Home During a Wildfire. Here’s What I Learned.

Woodruff Sawyer's Mollie DeHut found her and her family facing evacuation due to wildfire. Read her advice for how to be ready for a wildfire evacuation, including what you need to satisfy insurers should the unthinkable happen and your home be lost.

Traveling in the COVID-19 Era: What You Need to Know About Travel Insurance

Read more about the common risks that can be mitigated by purchasing specialty travel related insurance, as well as what is and is not covered.

High-Net-Worth Individuals: Assess Your Insurance Now

What would happen if, on top of investment losses, as a high-net-worth individual, you faced a property or liability claim that wasn't covered by your insurance?

Kids at College… Are They Covered?

While most families can think of at least one thing to worry about while their kids or grandkids are away from home, it’s rarely: Will my insurance cover their belongings or electronic devices if they get stolen? Or: What if they are in a car accident?

The Everyday Business Cyber Threats That Follow You Home

We’re all aware that cyber risk exists. However, we’re more likely aware of cyber threats and attacks at our place of business, and it’s not always obvious how those risks follow us throughout our day or how to handle incidents related to malicious emails, identity theft, cyber crimes, and other challenges related to business cyber threats that can follow you home.… More

Handheld Devices: What Arizona’s New Driving Law Means for Drivers and Their Insurance

On April 22, 2019, Arizona Governor, Doug Ducey, signed a distracted driving law, which bans using handheld devices while driving. The state now joins 17 other states in banning handheld phone use behind the wheel.