Jewelry: A Surprisingly Large, and Vulnerable, Pocket of Wealth

So, what can high-net-worth (HNW) individuals do to protect their fine jewelry? To start, take the time to learn proper jewelry safety and care. For example, while it may be tempting to store jewelry in the bedroom, the safest place is in a secure home safe (or even better, a bank vault). The same goes when traveling. If staying at a hotel, always store jewelry in the hotel’s main vault—not in the room’s safe. Additionally, never wear your valuable jewels while lounging at the pool or at the local beach. Continue reading

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Participating in the Sharing Economy? Don’t Overlook Potential Exposures

Seventy-two percent of Americans have used some type of shared or on-demand online service. As more individuals opt into the sharing economy—especially short-term vacation rentals—it is increasingly important you don’t overlook potential exposures. Imagine the situation where you decide to … Continue reading

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Three Emerging Risks High-net-worth Individuals Aren’t Prepared for in 2017

Did you make a New Year’s resolution? If so, chances are you are one of millions who vowed to eat healthier in the new year or hit the gym a bit more regularly. But for high-net-worth (HNW) individuals, making a … Continue reading

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Fine Jewelry Appreciates in Value – and Risk

For decades, high-net-worth individuals have made emotional investments in fine jewelry. However, times are changing and fine jewelry is being pursued for another reason—its skyrocketing value. Whether you purchase a rare diamond in a vivid color or inherit a family … Continue reading

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Prepping the Winter Home

This winter, 65 percent of Americans are planning to pack their suitcases to escape Mother Nature’s whims and caprices – meaning their homes and valuables will be left unattended and vulnerable to winter damages. As a first line of defense, … Continue reading

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Home Automation: Gains in Efficiency but Risks Are Uncertain

The Internet of Things (IoT) is revolutionizing everyday life – how we communicate, manage our finances, monitor home activities, finish household chores… the list goes on. While this provides extraordinary efficiencies, there is a related downside: where there is data, … Continue reading

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Back-to-School (Risk) Basics

It’s that time of year again – children are hanging up their beach towels and heading back to school. For families whose children attend boarding school or college away from home, the bittersweet feelings produced by their absence should be … Continue reading

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Summer Travels That Include Peace of Mind

It is predicted that U.S. airlines will carry a record 231 million passengers this summer. But while most travelers are routine in their wanderings, venturing to usual tourist destinations or someplace with a beach or picturesque mountains, travel to underdeveloped … Continue reading

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Unique Cyber Risks Your HNW Clients’ Kids Face

We love our smartphones and the unencumbered access to social media they provide. But too much access isn’t always a good thing, especially for children. Without oversight, negligent use of technologies can expose families to significant cyber risks. While all … Continue reading

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Summer Planning for Stress-Free Fun

When traveling to an exotic destination, lounging on the deck of your yacht or hosting a party at your pool, it’s easy to understand why related risks often go overboard. Unfortunately, individuals – particularly the high-net-worth (HNW) – are putting … Continue reading

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