Insurance Planning

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Wednesday, October 8, 2014
In this webinar, attendees will learn:
  • What is a captive insurance company and why a client might form one
Wednesday, May 15, 2013

Life Insurance is a valuable planning tool for families that is too often comprised of a patchwork of policies purchased from an assortment of agents and owned by an ensemble of entities.

Wednesday, January 9, 2013

While art can imbue an otherworldly experience, there are real world issues to be addressed when collecting art to ensure its protection and survival for future generations.  Join this webinar to

Wednesday, October 17, 2012

The benefits of personal wealth come with complexity and heightened responsibility for the family and next generations.

Wednesday, July 11, 2012

Forming a captive insurance company is a frequently overlooked and largely misunderstood option for managing risks and exposures in a cost effective way.

Wednesday, May 11, 2011

Thanks to the Tax Relief Act of 2011, the gift tax exemption amount has increased from $1 million to $5 million.

Wednesday, September 22, 2010

Explore the role insurance plays in family office risk management and how the actions taken by executives and clients can create a more holistic approach to insurance planning.

Family Office Exchange
Wednesday, September 1, 2010

Insurance is an indispensable risk management tool for families seeking to sustain wealth across multiple generations.

Saturday, January 30, 2010

By going inside the black box of life insurance products and pricing you will be in a better position to analyze current holdings therefore becoming a savvier buyer for future acquisitions.

Wednesday, August 13, 2008

In mainstream media coverage of America's health care system, it is commonly implied that wealthy patients are largely immune to health care challenges and risks.

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