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Three Areas Where High Net Worth Clients May Be Underinsured

November 23, 2020

Risk management isn’t just about investment portfolios – 3 areas where HNW clients may be exposed. 

This Special Guest post focuses on risk management through property and casualty insurance for high-net-worth families. Our guest blogger, Rebecca Woan, is a principal and founder of Chartwell Insurance Services. Rebecca joined us recently on an episode of The Flexible Advisor podcast and discussed areas where she sees clients at risk because they are under-insured or have assets improperly titled. In this blog she shares a few of those common oversights. Listen to the podcast episode for a more in-depth conversation on the topic.

Click here to go to the entire article.