Family Office & Trustee Liability

The Family Office & Trustee Liability Resource Group works with individual and institutional trustees including (private) trust companies and family offices to manage the directors and officers (D&O) liability risks for fiduciaries.

This service combines specialized expertise with Woodruff Sawyer’s wealth of data, providing better understanding and coverage for those working with private family funds.

The laws surrounding trust structures are changing quickly and have not been tested in the courts. At a time when clients can expect premiums to balloon as claims occur and laws are tested, Woodruff Sawyer’s Family Office & Trustee Liability Resource Group focuses on identifying and mitigating risk proactively—protecting clients through not only D&O coverage, but E&O (Errors & Omissions), Cyber Liability, and more.

Read our articles on Trustee Liability.

We serve the following types of fiduciaries:

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:

Judith Pearson headshot 230 x 230 px

Judy Pearson
Family Office & Trustee Liability Resource Group Leader
720.593.5410 |

Learn more about our Management Liability and Private Client services.