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:

  • Individual and professional trustees
  • Professional service providers such as attorneys, CPAs, and financial advisors serving as trustee
  • Trust companies
  • Family offices

To learn more, contact:

Judy Pearson Headshot

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

Jamie Pruett Headshot

Jamie Pruett
Vice President, Management Liability
720.593.5415 |

Learn more about our Management Liability and Private Client services.