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Family Office

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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