Personal Excess Liability Insurance (also referred to as Umbrella Insurance Policy) may be one of the most overlooked products by high net worth individuals and families. Because of this many clients are potentially exposed to substantial financial loss. Perhaps you have umbrella liability coverage but don’t understand how it works. Has it ever crossed your […]
Now that the holidays are over, it’s time to consider jewelry insurance for jewelry you received as a gift from a loved one. New watch, necklace, perhaps an engagement ring! Here are 4 questions you must consider when insuring valuable items: Q: Does my Homeowners Insurance Cover Jewelry? A: Yes, and no. When reading your insurance […]
Placing the personal ownership of your assets in a Trust or Limited Liability Corporation (LLC) has become increasingly popular among high net worth individuals and families. In fact, studies show that the number of properties owned by trusts or LLC’s has increased about 35% since 1983. This wealth management and estate planning strategy has proven to […]
Have you spent years building your art or jewelry collection – or perhaps you just started? Do you have a jewelry and art appraisal? Collecting valuable items is an expensive and sentimental hobby. The risk of damage or theft is always a main concern for collectors. Yet while most successful professionals are wise enough to […]