Private Client Services Publications: The Heritage

The Heritage is published by the Marsh Private Client Services Family Office Practice and provides in-depth information on issues of importance to family offices and family members.

• Issue 1:
  A New Look at Life Insurance: Tax Benefits and Investment Flexibility With Private Placement Life Insurance and Deferred Annuities
• Issue 2:
  Professional Pitfalls: Liability Exposures of Family Office Executives
• Issue 3:
  Kidnap and Ransom: Issues to Consider
• Issue 4:
  Assessing Healthcare Options

The content of The Heritage is informational only and should not be construed as definitive. You should consult with your insurance broker or agent for the specifics on any issues that may affect your particular personal insurance situation.