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Aircraft ownership comes with an enormous cost and responsibility that may not support the investment, and more cost-effective alternatives could accomplish the same goals with fewer headaches. Before purchasing or leasing an aircraft, it is best to understand what options are available and how these options can be tailored to fit specific nee...

While it is impossible to predict every catastrophe, thorough pre-event preparation and post-event response planning can help reduce the likelihood of loss and limit the severity of damage that can’t be avoided. This reference guide and sample planning forms based on decades of experience will help you proactively keep art and other valuables ...

When it comes to buying a new home, there can be many unknowns. However, uncovering the issues and hidden risks earlier in the process can help you make a more informed buying decision. As part of your lifestyle and property management best practices, there are four important questions—including matters of insurance and geographical risks—that shou...

Taking on the role of a direct household employer can be complicated—even for households with a single employee. This guide includes best practices for navigating the complex environment of household employment and provides practical advice on how to avoid the legal, financial, and reputational consequences associated with non-compliant employment.

Employing service providers in your home carries considerable risk. If not handled with extreme care, the process of hiring, termination, and managing day-to-day responsibilities can create liability—and even result in claims of discrimination and retaliation by the employee. This report provides a snapshot of an increasingly complex employment lan...

Art collections are unique and very personal assets. Planning to build and maintain a collection, and ensuring its future, requires balancing special rules applied to collectibles and the personal and financial realities of individuals or families. When collectors, their families, and their trusted advisors engage in purposeful planning for art col...

Identity theft occurs when personal information about an individual is stolen and used typically for financial gain. Criminals can obtain personal information electronically through hacking or illegally purchasing information from the Deep Web/Dark Web. They can also obtain information through paper records that are not properly disposed of or secu...

With safety at the top of the priority list when flying on an aircraft, there are 10 questions to ask and things to understand to ensure the safest private aviation solution for you and your family. Armed with this knowledge, you’ll be able to make an informed decision and enjoy total peace of mind, knowing you and your loved ones are in the safest...

Your household employees are necessary and helpful, but they present a risk, be it from accidents, reckless behavior, or bad intentions. While there is no way to minimize the concerns entirely, establishing clear communication, crisp policies, and appropriate checks and balances can prevent, or at least decrease most issues. We’ve created a checkli...

There are many improvements that can be made to a home to help prevent costly and dangerous losses in the future. Many of the recommendations included in this guide cost a sliver of what they will protect, and for those implemented during construction, it often requires a much smaller investment than it would to retrofit a home later.

The complex, convergent nature of risks facing high-net-worth families requires family offices to adopt both a holistic and strategic approach to risk management than many have in the past. The ones who can make the change will be best positioned to successfully navigate the challenges that range from overarching trends of growing families to incre...

Roughly 15% of ultra-high net worth individuals worldwide rely on private aircraft for most personal and business flights. When weighing your options on aircraft ownership, there are pros and cons that should be considered. It's also important to know the key players to help you navigate the selection, purchase, management, financing, and dispositi...

While insurance may not be top of mind as you go through life’s changes and challenges, it is a critical tool to help keep your family and assets safe. By minding your insurance gaps and working with a knowledgeable agent and reputable carrier in identifying your unique risks, you can assure your family has the protection it nee...

Land investments are a living, breathing entity that need attending to. Whether your primary focus is on conservation, wildlife habitat, agriculture enterprises, or a quaint getaway, the land will need to be managed. Here are the top five reasons why hiring a land management company is a worthwhile investment.

Climate change is impacting affluent homeowners in the form of insurance premium hikes and non-renewals. Learn how to safeguard your property and lifestyle with the right coverage.