Insurance and Risk Management


Cyber Coverage
TrueNorth Companies
Hackers and cybercriminals are becoming increasingly sophisticated with their attacks. With more intelligent and connected devices, as well as the importance of a person’s digital identity,
Top 10 Internal Controls to Mitigate Cybersecurity Risks in the Family Office
Even the worst cyberattacks have very simple origins: attack vectors. Currently, 92 percent of malware is delivered via email; however, because the types of entry points continue to evolve, many will
The Global Risks Report 2020
Marsh & McLennan and World Economic Forum
This 15th edition of the World Economic Forum’s Global Risks Report comes as long-mounting, interconnected risks are being felt. This qualitative and quantitative study of global risks
Podcast: Cyber Security for Business
Boston Private
In this episode, learn about the top four cyber security threats to business owners. In a discussion that took place during the National Cyber Security Awareness month, Information Security Officer,
Family Office Risks: Managing the Impact of Change
Marsh Private Client Services
The complex, convergent nature of risks facing high-net-worth families requires family offices to adopt a different approach to risk management than many have in the past. A holistic approach, using
Podcast: Cyber Security Tips to Protect Yourself and Your Household
Boston Private
What are the top four cyber security threats and how can you protect yourself? In this podcast, Information Security Officer, Gilli Shaw, and Marketing Director, Jen Dowd, dig into these risks. In
Should Your Family Office Consider a Group Excess Program?
BKS Partners
Families spend a lifetime building a legacy and tragically, just one lawsuit can place that legacy in jeopardy. The truth is that the most important coverage in one’s private insurance
Are Your Clients Working with the Right Insurance Resource?
Insurance advisors, like financial advisors, are not created equal. Effectively managing high-value assets and elevated personal liability exposure requires specialized expertise. Most, if not all,
Life Insurance Audits Versus Life Insurance Reviews
Stephen T. Herlihy, Wellspring Associates
A Life insurance audit is an everything-to-gain, nothing-to-lose proposition for a trustee of a trust that owns life insurance where significant planning is in place. A proper, thorough audit is
The Secret Key to Protecting Your Client's Wealth
PURE Insurance
Ultra-high net worth clients are often more focused on asset preservation than accumulation. Yet while they commonly own multiple homes, automobiles, watercrafts, heirloom jewelry and other expensive