BREAKOUT A: State of the Art for D&O and E&O Insurance: Protecting the Family Office from Itself

Management liability insurance such as Errors and Omissions Insurance (E&O) and Directors and Officers Liability Insurance (D&O) can help family owned businesses and senior leaders deflect many of the risks to which managers and fiduciaries are exposed. The risk scenarios are wide-ranging and in this session we’ll explore:

• Why a family office should consider this type of policy and true horror stories from peers that did not
• How to obtain coverage and navigate an application
• Policy considerations - who is insured, what are they insured for, and what aren’t they insured for?
• Benchmarking amongst family office peers
• Additional insurance and other policies to consider