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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...

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 needed to mitigate the fiduciary liability. It also starts with understanding the difference between a Life Insurance Review and a Life Insurance Audit.&nb...

Experience has shown that many families of wealth unwittingly outgrow their coverage and can be severely under-protected. To help assess the insurance choices available, there are factors to consider when evaluating an insurance advisor and uncovering the right insurance resource.

As states continue to adopt shelter-in-place orders to stop the spread of COVID-19, many employers remain open for business and need employees to perform essential operations. To protect their workforce, employers should adhere to CDC and DOL guidance on implementing safety practices for employees. We share some tips for employers with essential em...

The financial damages of cyber crime are projected to reach $6 trillion annually by 2021—more than double those same figures from 2015. That’s why it’s important to not only stay on top of the latest trends in the cyber security industry, but to also stay ahead of them. In this issue of Cyber InFocus, you will learn about the Biom...

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...

A vaccinated and protected workforce will be the key to ending the pandemic and emerging from the COVID crisis. Employers are uniquely positioned, if not charged with, leading this effort, but a myriad of legal pitfalls must be considered. In this webinar, we explore the following legal and practical issues for employers:mandatory vaccinationsvacci...

Ransomware is a dynamically evolving risk, impacting organizations around the world with rapidly increasing loss frequency and severity. The insights on this risk are intended to focus conversations around loss preparation and risk management, and help guide well-informed cybersecurity investments.

Couples nearing marriage often confront challenging questions and must make difficult decisions around complex, emotionally charged issues. Somewhere in the process of sorting out financial and estate planning decisions, the question on whether to have a prenuptial agreement may emerge. Here are steps that you and your families may find helpful in ...

If you’ve decided to purchase a home, whether you are a first-time homebuyer or you’ve purchased before, you need to familiarize yourself with the homebuying process. Once you understand the steps and know what to ask, buying a home can be a seamless and rewarding experience.

The COVID pandemic has changed much about the business environment and operations, and anti-fraud programs must evolve along with them. To assess how organizations are preparing for the “next” normal, this research study surveyed anti-fraud professionals around the globe for their views on the current and expected effect of COVID-19 on ...

The risk landscape has shifted, and one thing is clear: Organizations must be resilient. Whether an organization faces a sudden event that strikes with little warning, or a risk that emerges over time, the preparation needed to achieve resilience is the same. Four key steps and behaviors are provided to help businesses become more resilient while b...

While marijuana is still illegal under federal law, what was previously considered a forbidden substance is now part of the mainstream. As public policy evolves, risk professionals must stay abreast of legal and political developments, review and update existing workplace policies, and carefully handle any workers’ compensation, employment pr...

S corporation shareholder agreements should be carefully crafted by legal counsel in order to avoid certain events that can imperil the company’s S election. One important consideration is the language in the shareholder agreement related to nonvoting stock transfer restrictions. Learn how to address this issue—and avoid costly pitfalls—before...

Family offices are a key target for cybersecurity breaches and, with many organizations requiring their employees to work remotely due to the COVID-19 pandemic, the risks have only increased. With cyberattacks on the rise, many family offices are focusing their attention on how to protect themselves. Here’s a look at some of the most common t...