On September 13th 2012 DG had a breakfast meeting at Brae Burn Country Club for Trusted Advisors that work with high net worth individuals and families. Below in italics is a synopsis of the event from the invitation. The last piece was the handout for the Trusted Advisors in attendance to use as a reference guide with clients. For those that were unable to attend there is a link below to the guide. We hope that this can be utilized to better protect your clients.

Wealthy families and individuals are attractive targets for lawsuits. To adequately protect your clients, learning the risk and proper mitigation techniques is imperative.

Partnering with Chubb Personal Insurance, the session will review and discuss the  ”Unique Liability Exposures of High Net Worth Families” including:

  • Your client’s actions as a Director or Officer while serving on a Not-For-Profit Board
  • The ever-changing exposure of children: from elementary through the college years

Below is an insurance reference guide for trusted advisors: