Managing Personal Risk Within the Family Business

Join Kimberly Frasca-Delaney, Senior Vice President, Client Advisor at Whittier Trust; David Beeton, Private Risk Advisor and Assistant Vice President with the Private Client Group at Willis Towers Watson; and David Shaw, Publishing Director, Family Business Magazine, for a discussion of how families can use personal lines of insurance as a first line of defense.

Tuesday, September 22, 2020
2 p.m. ET | 11 a.m. PT
60 minutes

https://globalmeet.webcasts.com/starthere.jsp?ei=1367362&tp_key=f649ff2e4c

Family businesses often take on various functions on behalf of individual family members, including bill paying, household management, investment management, oversight of insurance procurement, and tax and legal matters. Personal insurance and the intersect between the business and the family often remains an overlooked component of a total risk profile. 

This webinar will:

  • Highlight areas of opportunity to align personal insurance with the family’s needs.
  • Provide an overview of the personal insurance marketplace.
  • Raise awareness of common areas where successful families may be vulnerable.
  • Offer insight into how asset protection strategies and entities such as trusts and LLCs can be better managed within the context of insurance.

Join Kimberly Frasca-Delaney, Senior Vice President, Client Advisor at Whittier Trust; David Beeton, Private Risk Advisor and Assistant Vice President with the Private Client Group at Willis Towers Watson; and David Shaw, Publishing Director, Family Business Magazine, for a discussion of how families can use personal lines of insurance as a first line of defense.

 


Speakers

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Kimberly Frasca-Delaney

Senior Vice President, Client Advisor, Whittier Trust

Kimberly Frasca-Delaney is a Senior Vice President, Client Advisor in the South  Pasadena office of Whittier Trust.  She provides client advisory services to high net worth individuals, focusing particularly on intricate estate plans with complex legal structures. 

Kim brings to Whittier Trust over thirteen years of private law practice experience, a love of sports, and a background in sports marketing.  Her most recent position was with a well-known law firm in Pasadena, where she advised clients on estate planning, family law, business transactions and litigation.

Kim earned her undergraduate degree in English and Business Studies from Providence College in Rhode Island and her Juris Doctorate from Southwestern University School of Law in Los Angeles.  She holds positions on various Boards of Directors and committees, including Past-President of the Pasadena Bar Association and is currently the Co-Chair of its Probate and Trust Section.  Kim also served as a marketing consultant for ESPN-owned events, including ESPN X Games, ESPN Winter X Games and ESPN Great Outdoor Games.  She is a founding member and past executive officer of the Los Angeles chapter of Women in Sports and Events (WISE), a national nonprofit organization dedicated to the advancement of women in the sports and events industries.

While she is not serving her clients, you may find Kim spending time with her husband and two young children, or following hockey and most other sports.

 

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David Beeton

Private Risk Advisor and Assistant Vice President Private Client Group at Willis Towers Watson

David is an Assistant Vice President and Private Risk Advisor with the Private Client Group at Willis Towers Watson.
 
Mr. Beeton provides private risk management expertise to help families manage their unique exposures. The Private Client Group is dedicated to working with families & individuals who have complex needs and lifestyles including senior level executives, business owners, entrepreneurs, partners in professional service firms and members of multi generation wealthy families. David provides consultative recommendations and implements customized insurance programs that are designed to protect tangible personal assets and personal liabilities while also addressing personal security concerns. In the unfortunate event of a complex claims issue, he advocates on behalf of his clients with the insurance carriers to ensure prompt and fair settlement for his clients.
 
David has been involved in the insurance industry for over a decade. Prior to joining Willis Towers Watson Mr. Beeton worked for Aon, Marsh & McLennan and Poms & Associates in both business development and account management roles. Throughout his career, David has maintained a focus on the private client insurance niche while developing a broad knowledge base surrounding commercial insurance and risk management.
 
David graduated from Loyola Marymount University in Los Angeles, CA with a Bachelors of Business Administration degree in Finance and Marketing.
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David Shaw

Publishing Director, Family Business Magazine

David Shaw is the publishing director of Directors & Boards and its sister publication, Family Business. With more than 30 years of experience in business-to-business and consumer media markets, he has served as an editor, publisher, publishing director, group publisher and group vice president of a variety of publications, trade shows, conferences and websites.

Prior to founding GRID Media, David served as senior vice president for Phillips Business Information Inc., where he oversaw nearly 100 discrete media properties, and helped build the business from $35 million to more than $100 million in annual revenues. He is a frequent author and speaker on issues related to business-to-business media, multi-generational family businesses and private and public company governance. He is married, with two grown children, one serving in the Navy and the other in law school.

Benefits

  • No cost to attend

  • Opportunity for questions and feedback

  • All participants receive a copy of the webinar materials after the event.

  • All participants receive Family Business Magazine weekly newsletter, with news, tips and trends that impact your family business. You may, of course, opt out at any time.

  • Unbiased third-party family business education

  • 60 minutes -- maximum value for time


Sponsor

Whittier Trust