We serve the following types of fiduciaries:
- Individual and professional trustees
- Professional service providers such as attorneys, CPAs, and financial advisors serving as trustee
- Trust companies
- Family offices
Read more on your risks as an individual trustee
Although you may be serving as a trustee in a professional capacity as a lawyer, CPA, or other business associate, trustees are subject to Fiduciary standards—the highest duty under the law—and are personally liable. Read more and get coverage quickly here.
Read more on the risks faced by Family Offices
Family Offices are where personal and corporate liability connect—often causing confusion, gaps in coverage, and the need for expert guidance. Read more here.
To learn more, contact:
Judy Pearson
Family Office & Trustee Liability Resource Group Leader
720.593.5410 | jpearson@woodruffsawyer.com
Learn more about our Management Liability and Private Client services.


INSIGHTS
Exploring the Unique Insurance Needs of Embedded Family Offices
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.