A Merrill Lynch wealth management advisor is using trusts to help wealthy clients address their healthcare needs.
From St. Thomas to Abu Dhabi, tens of millions in luxury yachts have recently gone up in flames.
In Buffett's annual shareholders' letter, he agrees that we may have a calamity brewing but posits no means to address it.
Wealthy investors' greatest fear is becoming a burden on their children as they age, yet few are adequately planning for their health and long-term-care needs as they age, a new survey says.
Disability insurance is every bit as important to protecting the livelihood of professional athletes as a football or batting helmet.
Serving on the board of a favorite charity is admirable work, but also risky without the right insurance.
Evan Greenberg extended an acquisition spree at his Ace Ltd. by agreeing to purchase Chubb Corp. for $28.3 billion in cash and stock.
Investment titans from Larry Robbins to Henry Kravis owe thanks to the U.S. Supreme Court.
Frank Seneco has spent decades helping high-end professionals cater to the life insurance needs of the wealthy.
ACE Limited has purchased the high-net-worth personal lines insurance business of the Fireman’s Fund for $365 million, ACE announced Wednesday.
Healthy investment returns and rising taxes mean the time is ripe for private placement life insurance.
Celebrity clients need to be protected from a unique array of liability risks.
German insurer Allianz said it had agreed to sell its Fireman's Fund personal insurance business to insurer ACE for $365 million, freeing Allianz to focus on building its U.S...
Some commentators have suggested that family offices should mimic institutions and adopt a disciplined and process-oriented institutional approach when managing their investment portfolios...
Here’s how advisors can help wealthy clients who are paying too much for too little insurance coverage.
Many high-net-worth business owners can significantly benefit by creating and managing a captive insurer...
An industry group composed of players in the high-net-worth insurance market has been formed, with the ACE and PURE insurance companies among its initial members.
High-net-worth clients are in a position to reap extra benefits from the overfunding of life insurance policies.
Hybrid LTC insurance products are enhanced versions of traditional, stand-alone LTC insurance policies that combine the benefits of LTC coverage with the protection of life insurance.
M Financial has grown its ultra-affluent life insurance business since the 2008 crash by anticipating demand.