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The benefits of personal wealth come with complexity and heightened responsibility for the family and next generations. The risk management and insurance surrounding personally owned assets is
Forming a captive insurance company is a frequently overlooked and largely misunderstood option for managing risks and exposures in a cost effective way. Who should form a captive and what are the
Families that develop enterprise plans typically experience greater harmony, more clearly recognize threats to long-term goals, and do a better job of capitalizing on wealth enhancement opportunities
Thanks to the Tax Relief Act of 2011, the gift tax exemption amount has increased from $1 million to $5 million. Participate in this webinar and learn about several legal and insurance planning
When you think of Martha Stewart, you think of insider trading. When you think of Rod Blagojevich, you think of his auction for Obama's senate seat. These are two examples of reputations can be
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.This program is based
The world of social media and social networking is growing at so fast a rate that it has become increasingly more challenging to stay current with the language and offerings. In this program we will
Insurance is an indispensable risk management tool for families seeking to sustain wealth across multiple generations. Families must manage their insurance needs in a strategic and comprehensive
Families that integrate risk management into their broader wealth management practice take a proactive rather than reactive approach to the future. They recognize how current actions and efforts have
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. This