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Cybersecurity risk creates a vexing set of challenges for family offices, high net worth families and executives, who, like any other business, would be well-served to make cybersecurity an important part of their estate planning and asset protection strategies. If the family or executive is prominent, a host of other issues related to privacy and ...

There are many reasons to accept a position on a board of directors or as an officer of a company. The cause may appeal to you or you may see this as a way to give back to the community. You may derive additional compensation from this type of position, or it could be an honorary position. Whatever the reason, it is important to remember that with ...

Some 90 percent of adults over 65 prefer to “age in place,” and even the need for health or mobility assistance doesn’t change their desire to stay in their own homes. It raises issues not just for Baby Boomers, but for those who are responsible for their transitioning through the stages of aging. The “aging in place” ...

As with many of your possessions, the value of jewelry is not simply monetary. Individual pieces often hold significant sentimental value: a tennis bracelet gifted to mark the birth of a child or an heirloom brooch passed down from a grandmother, for example. These are irreplaceable, so taking the proper steps to secure and protect them is critical...

If you pre-order from Starbucks, buy a paper on the corner using Apple Pay, or use the free wifi at the gym to pay your bills online, before lunch you’ve shared multiple pieces of information that could potentially be accessed by cyber criminals. Security experts continue to familiarize themselves with the latest cyber-exposures, but so do cr...

Under their tag as Baby Boomers, the Pre-Retirees have always been different. In the insurance sphere, that difference shows itself as a change in perspective that entails new requirements. Whether to downsize and how, what legacy to leave, and similar questions that call for more than advantageous sales. To provide the added-value advice and servi...

Asset protection follows the continuum of life’s events, reflecting the changes that individuals, families, careers, businesses and wealth undergo. Within the wealth spectrum, a simple way of thinking about asset protection strategies is from lower risk and simpler tactics to higher risk and more complex and sophisticated tactics. This approa...

Ransomware will continue to be a top security concern in the coming years because of its ease of use and high profitability. For those unfamiliar with ransomware, it’s a type of malicious software (also known as malware) that, when downloaded to a computer, encrypts files so they can no longer be accessed without paying a ransom to the cybercrimina...

Business impersonation scams are a large and growing risk for high-net-worth individuals, closely held business owners, and institutions. Scams have claimed victims in all 50 states and more than 100 countries and there is every reason to believe the threat is growing. Learn seven steps that can help you protect yourself and your business from impe...

Advisors and consumers often think of variable universal life (VUL) as just an equity-linked product. But for many, VUL is much more than that.This article seeks to encourage a rethinking of VUL as a unique life insurance product that provides control, flexibility and transparency in a low cost product chassis, while providing the potential for enh...

This article excerpt Atlantic Trust Private Wealth Management provides an overview of the most common security issues, provides points about bank security measures and offers 6 steps to mitigate online security risks.

Currency risk is a fact of life for European families. Today even the simplest diversified portfolios include foreign currency exposures. Many investors find it tempting to ignore currency risk, believing that it will all “even out in the end.” But this is not an option for most families who need to draw down funds from the portfolio to...

Cybercriminals are increasingly targeting midmarket companies and startups in hopes of easy access. The cost to a business can be high, ranging from financial loss to reputational damage. With heightened awareness, private companies can fight back. This white paper includes six defense tactics every company should emp...

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.

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 pr...