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Family offices are complicated because of the scope of services they deliver, the high number and complexity of entities they oversee and the staff they must manage. These complexities can open the door to liability. Employing consistent policies and procedures, establishing an annual entity review process, maximizing protection provided by indemni...

With bonds providing so little yield in today's market, should life insurance be viewed as an investment? Whether or not you view insurance as an "asset class," permanent life insurance is definitely an asset, and it can help investors achieve their long-term financial goals. Thoughtful coordination of insurance and invest...

Natural and criminal disasters affecting the HNW community have amplified the need for individuals and families to fortify their homes and make safer choices that demand advance preparation. The ultimate goal after a disaster is to return to normal life as quickly as possible. Planning ahead and knowing what steps you need to take will help limit y...

Finding the right insurance partners can be daunting. This paper highlights the various roles and responsibilities required to protect a financially successful family. From internal staff and external risk consultants to insurance brokers and carriers-these insights can help you evaluate each team member and build a highly effective team to best pr...

This paper highlights the complex risks faced by multi-generational families and demonstrates how proper risk management can successfully protect their wealth for future generations.

Cybercriminals are increasingly targeting midmarket companies and startups in hopes of easy access. The cost to a business can be high, ranging from financial loss to reputational damage. With heightened awareness, private companies can fight back. This white paper includes six defense tactics every company should emp...

Currency risk is a fact of life for European families. Today even the simplest diversified portfolios include foreign currency exposures. Many investors find it tempting to ignore currency risk, believing that it will all “even out in the end.” But this is not an option for most families who need to draw down funds from the portfolio to...

This article excerpt Atlantic Trust Private Wealth Management provides an overview of the most common security issues, provides points about bank security measures and offers 6 steps to mitigate online security risks.

Advisors and consumers often think of variable universal life (VUL) as just an equity-linked product. But for many, VUL is much more than that.This article seeks to encourage a rethinking of VUL as a unique life insurance product that provides control, flexibility and transparency in a low cost product chassis, while providing the potential for enh...

Life insurance can play an important role in helping achieve the legacy and financial objectives of an individual or family—especially those with significant taxable estates and illiquid assets such as privately held businesses and real estate. For those who have assets that exceed the federal estate tax-exemption thresholds—$5,430,000 ...

This paper discusses the current global market conditions and provides insight into the best approach to navigating the current volatile market, while identifying the latest market movers and shakers, and assessing the next move for investors in the equities, currencies, fixed income and oil markets.

The term “passion investments” has gained currency within the wealth management arena to describe high-end collectibles and other luxury possessions that hold emotional as well as financial value for their owners. When considering that this new asset class has generated noticeable returns, it’s no surprise that owners want to protect their high-val...

Successful family offices combine financial, philanthropic, legal, and administrative operations and help ensure that family objectives are achieved from generation to generation. These responsibilities create a range of liability risks for the family office entity and its executive and professional staff. With these risks, it is important for fami...

At some point, most families ask if they should have a family meeting, recognizing the importance of providing a forum for sharing news, concerns, opportunities, and challenges in an open and direct way. Family meetings are often seen as a great place to learn, whether the topic is investments, business, legal matters, or the family itself. Further...

Cybersecurity continues to heat up alongside consumer’s growing dependence on devices and the growth of the Internet of Things. Hacking has evolved from the teenager attempting to modify a high school report card to a highly profitable business run by sophisticated groups. As a result, more and more cybersecurity companies are being founded a...