Family businesses often take on various functions on behalf of individual family members, including bill paying, household management, investment management, oversight of insurance procurement, and tax and legal matters. Personal insurance and the intersect between the business and the family often remains an overlooked component of a total risk profile.
This webinar will:
- Highlight areas of opportunity to align personal insurance with the family’s needs.
- Provide an overview of the personal insurance marketplace.
- Raise awareness of common areas where successful families may be vulnerable.
- Offer insight into how asset protection strategies and entities such as trusts and LLCs can be better managed within the context of insurance.
Join Kimberly Frasca-Delaney, Senior Vice President, Client Advisor at Whittier Trust; David Beeton, Private Risk Advisor and Assistant Vice President with the Private Client Group at Willis Towers Watson; and David Shaw, Publishing Director, Family Business Magazine, for a discussion of how families can use personal lines of insurance as a first line of defense.
This webinar is sponsored by Whittier Trust & Family Business Magazine.