Specializations
Family Office & Trustee Liability
We work with individual and institutional trustees, from trust attorneys and CPAs to private trust companies and family offices, to manage risks for fiduciaries.
Solve Your Personal and Corporate Liability
Our Family Office & Trustee Liability team works with individual and institutional trustees to manage the directors and officers (D&O) liability and other risks for fiduciaries. The laws surrounding trust structures are changing quickly. At a time when clients can expect premiums to balloon as claims occur and laws are tested, we’ll help you mitigate your risk proactively—protecting you through not only D&O coverage, but E&O (errors & omissions), cyber liability, and more. We're the bridge between D&O and Private Client services in particular, helping you through the nuances in your personal, professional and/or corporate risks as a trustee.
We serve the following
types of fiduciaries:
Individual Trustees
Family Offices
Trust Companies
Individual Trustees
Protecting Your Personal Liability
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. Learn more and get coverage quickly here.
Family Offices & Trust Companies
Reducing Fiduciary Risks, Protecting Personal Wealth and Legacies
Managing family office and trustee liability is a complex web of risks, legal implications, and regulatory concerns. There are things you may not have considered in navigating this system. But we’re here to listen, dig, and do the connecting and thinking for you.
Trust Companies
Understanding Private and Public Trusts
Trust companies can be private or public depending on how they’re structured and the number of people or families they serve. Learn the difference between the two and the resources we have available.
Insights
What is Trustee Liability Insurance?
Did you know that as a trustee, you can be sued for breach of your fiduciary duties by any beneficiaries of the trust you’re appointed to? Trustee liability insurance protects you from the personal and professional risks you face as a trustee. Watch this 1-minute video to learn more about trustee liability insurance and why trustees need this type of coverage.
The Impact of Current Trends on Investment Firm Risk Management
The relevant history and tech platforms that not only drive efficiency for independent wealth managers, but also bring new risks not covered by traditional insurance.
5 minutes
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My experience in the fiduciary industry is that trustees have a panoply of risk--some recognized; others, less obvious. Woodruff Sawyer demonstrates a level of subject matter expertise and advisory acumen that adds great value to clients managing and mitigating fiduciary risks [and] who place the client at the center of all they do!
Dave Caffaro, Strategic Advisory Consulting Group
Featured Services
