Richard Valenzuela is a competitive triathlete and cyclist with more than 20 years’ experience in insurance. He has extensive experience with Fortune 400 clients, including several of the list’s highest- ranked individuals. He formerly was managing director of Frank Crystal & Company’s national private client services unit.
Your role as a trustee: honor… or nightmare?
Investment decisions—even good investments—are subject to criticism. For most families in the United States, a trustee is a family member called upon during a tumultuous time to handle challenging accounting, financial and other managerial responsibilities. Those responsibilities mean that the “honor” of being named a trustee carries with it a lot of risk—much of it […]
What are the very real risks and liabilities of virtual living?
Everyone loves the convenience of mobile technology and the internet—especially criminals. From connected homes, cars, smartphones and tablets to social media, online banking and financial management, connected technology is weaving itself as deeply into our lives as it did business—only faster. The spread of technology into the lives and lifestyles of successful families and individuals […]
