Teenage Drivers: Risks Are Larger Than They Appear
You know the traditional hazards, but there is another largely unknown financial risk of particular import to high-net-worth families.
Liability Can Turn Off-Campus Living Into a High-Rent District
A four-year college degree is a costly investment, but the potential costs could grow exponentially once your child moves to off-campus housing.
Investing in Collectible Cars for Pleasure and Profit
Auction prices for rare automobiles have skyrocketed into the millions of dollars, but special cars need special treatment—and insurance coverage.
Luxury Car Insurance: High-End Tech Demands High-End Coverage
Your clients’ luxury automobiles contain very expensive technology, and standard automobile policies aren't the answer.
Clients Moving to the City, Pt. 2: Changing Addresses, Changing Risks
It’s not that living in a beautiful condo or co-op apartment is riskier than a fine home in the suburbs—the risks are merely different.
Clients Moving to the City? Communal Living Comes With Complex Risks
Going (back) to city living after the kids leave the house can greatly improve quality of life but brings different risks than the suburbs.
Risk Management for Homeowners Returning to the Coasts
If an affluent client wants to build a house in a flood zone, help them manage the risk before they build.
Identifying, and Protecting, the Prime Targets of Identity Theft
Wealthy individuals are in the bull’s-eye when it comes to identity theft. Here are some best practices for reducing the risk to your HNW clients.
‘Free Ports’ for Storing Clients’ Valuables: The Pros and Cons
Your high-net-worth clients may save on taxes by using free ports, but these warehouses filled with valuables are anything but free.
Good Times? Then ‘Rebalance’ HNW Clients’ Insurance Coverage
In this period of relative calm, financially speaking, review clients’ insurance policy coverage terms, conditions and, especially, financial limits.