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The Importance Of Personal Umbrella Policies

What will happen if you or your child causes a car accident resulting in serious injuries and death of others?  How would you pay for the treatment of someone who hurts himself or herself in your home and claims negligence? What happens when they claim to have greatly suffered because of the injury?  What if…

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Filling the P&C Insurance Gap

Wealth managers should consider adding a property and casualty insurance specialist to their consulting teams. By Joseph Weiss   It’s standard practice for wealth managers to seek help from accountants and attorneys to meet the needs of their high-net-worth client. But it may be time for advisors to consider using another outside expert: a property…

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Misunderstood Liabilty

Many wealth individuals are underinsured because they mistakenly believe it will make them less vulnerable in liability cases. By Joseph Weiss   “Liability” — The responsibility for injury, death or damages to another — is a word that sends chills down people’s spines. Anyone who owns a home, drives a vehicle, operate a business or…

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Hidden Risks


Property and casualty insurance is often neglected by wealth managers and their clients. By Joseph Weiss   A wealth manager is like an orchestra conductor. While he does not play each instrument required for a symphony, he knows how to bring them all together to produce a beautiful piece of music. Similarly, advisors need to…

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Why You Need Family Office Liability Insurance

“Why is family office liability insurance a worthy option?” by Bruce Gendelman, JD, Chairman, and Joseph Gendelman, President and CEO When a family office is created to manage investments, trusts, household staff, property, legal matters, philanthropic ventures, succession planning and more, the “corporation” itself and the staff take on huge liabilities. Like all directors, officers…

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Family Offices Protecting Clients Against Risk

man holding umbrella

“How can family offices protect their clients against risk?” By Bruce Gendelman, JD, Chairman, and Joseph Gendelman, President and CEO Insuring a family (or collection of multi-generational families) that has a need for significant asset protection is a task that is especially challenging. It is also a task which for 30 years has been the…

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Personal Insurance for Families

parents helping baby walk

“How can I fortify my family’s personal insurance for 2013?” By Bruce Gendelman, JD, Chairman, and Joseph Gendelman, President and CEO The clients we work with today have very different needs from just a few years ago. Changes in the economy, the government, the global landscape and local catastrophes give us a new perspective. We…

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Why You Need Group Personal Excess Insurance

business man tying shoe

“Why is group personal excess insurance an option worth considering?” By Bruce Gendelman, JD, Chairman, and Joseph Gendelman, President and CEO High net worth individuals have the opportunity to protect themselves with a unique approach to personal excess insurance: the group personal excess policy. This policy can safe- guard your assets in the event a…

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Insurance Coverage for Businesses

man standing at window

“What insurance coverages are essential for my business?” By Joseph Gendelman, President and CEO As an active member in the Young Presidents’ Organization (YPO), an organization of young chief executives, I get asked many questions about proper commercial insurance coverage. While each industry has its own specific nuances in coverage needs, there are several key…

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Protect Your Growing Art Collection

man stands in front of art

“My art collection is growing with the acquisition of sculptures… How can I best protect them, indoors and out?” By Bruce Gendelman, JD, Chairman, and Joseph Gendelman, President and CEO No matter what the category and origin of the sculpture — from table piece to large-scale, site-specific pieces for architectural, urban, or landscape settings spanning…

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