If I own or manage a private trust company (PTC), what insurance do I need? This is a great question and, as in many situations, the answer is that it depends. It depends on whether a public trust company is involved, whether...more
Family Offices that serve high-net-worth individuals have been in recent global headlines as governments target them in an effort to tax corporate and individual gains....more
3/31/2022
/ Anti-Corruption ,
Biden Administration ,
Commercial Insurance Policies ,
D&O Insurance ,
E&O Insurance ,
Estate Planning ,
Fiduciary Duty ,
Grantors ,
Standard of Care ,
Trustees ,
Trusts
If a friend or family member has asked you to be the trustee of their estate, you probably have many questions. One of your concerns may involve your insurance coverage. We often hear the following from our clients: “I was...more