Executive Risk & Succession
Executive Risk
As a business owner, corporate officer or member of a board of directors, your personal assets are at risk of litigation arising from your executive actions or capacity as a director.
- Directors and Officers Liability (D&O)
- Employment Practices Liability (EPL)
- Fiduciary Liability
- Kidnap and Ransom
- Crime
These coverages are not off the shelf; they vary greatly from one insurance company to the next.
This can spell trouble.
Because every company is different, and because Management Liability protection can be tailored to fit your needs, you need a broker who is living in this world every day; knows which carriers are the best fit; and can walk you through the complexity of these coverages, especially Directors and Officers Liability.
Private ≠ Protected
ESOP Experience
401K Management
Let us guide you comfortably through this complex risk.
Business Succession
If you own your company, you launched your business with specific goals in mind: to be your own boss; to blaze a new territory with a product or service; to build something bigger for you and your family; or to simply make a good living.
- Continuity of the business upon the owner’s death, disability, or retirement
- Support for the surviving spouse or other family members upon the business owner’s death
- Sufficient liquidity for the estate so that it may pay creditors’ claims and estate taxes
- Incentives and compensation strategies for key employees, active family members, and the owner
Our Business Succession Partners offer the following services:
- Business continuation planning
- Estate planning
- Buy-sell agreement
- Deferred compensation
- Key man insurance
- Executive compensation
- Wealth preservation strategies
- Charitable plans
- Estate tax alternatives
- Will and trust design
- Policy analysis and review
FROM THE BLOG
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