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 protect your family.
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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.
The UK has delivered a remarkable cyclical upswing over the past year; with GDP growing at an average pace of over 3% annualised growth for 5 quarters in a row. This has been the result of extraordinary policy support both on the monetary side (low base rate policy and quantitative easing) and fiscal policy (smaller fiscal drag, Help to Buy scheme), which together with fading risks surrounding the Eurozone, provided a powerful boost to confidence, which helped to kick-start the economy.
Investment advisers often contract with subadvisers to obtain special investment expertise and sometimes outsource important operations or compliance-related functions to service providers. Outsourcing often provides cost-effective solutions but comes with its own compliance obligations, notably initial and on-going due diligence.
Employee Stock Ownership Plans, or ESOPs, have been used as succession planning tools for family-owned businesses for 40 years. Ownership succession planning is critically important in a family-owned business. There are many issues to review in succession planning and an ESOP should always be considered. An ESOP may be the ideal solution for the corporation and its shareholders
Delaware has long been a jurisdiction of choice for grantors of trusts—for generations, the state has built a trust-friendly body of legislation and has supported its laws with a knowledgeable and effective court system. In this package of white papers, our wealth strategies experts explain the benefits and considerations of Delaware trusts.
This white paper reviews how the new landscape of energy in the U.S. is changing the national discourse on energy independence, influencing our economic recovery and offering opportunities for discriminating investors.
While everyone is at risk when it comes to hackers and online thieves, the wealthy are specifically targeted, and increasingly by aggressive and well-organized individuals. The good news is there is a lot you can do to protect yourself and your family. It won't take much time - most of the effort involves simple, common-sense steps - and the return on this investment, in terms of increased security and peace of mind, will be huge.
The big difference between 1999, 2007, and today is the lack of a fundamental trigger to upset the apple cart. The current environment is potentially more dangerous and more durable than the prior two periods.
The paper discusses how many advisors and high net worth clients view life insurance as an expense as opposed to a dynamic asset that requires constant monitoring, analysis and periodic decision-making to give it the best opportunity to perform as it was intended. Included are some case examples of real life situations and once read can provide a guide to assist advisors and their clients in monitoring a misunderstood asset on their balance sheet.