Private Client Risk & Resilience

Demystifying Trustee Liability Risk and Wealth Transfer Vehicles with Judy Pearson, CEO of Nomadx


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In this episode of the Private Client Risk and Resilience podcast, your host Kurt Thoennessen welcomes Judy Pearson from Nomadx, a trusted name in the world of trustee liability insurance. Judy shares her expertise on trustee liability exposure and complex wealth transfer vehicles, shedding light on an increasingly crucial topic in the realm of asset protection and estate planning. As clients seek advice on safeguarding their wealth through trusts and LLCs, Judy delves into the nuances of these structures, their responsibilities, and the fiduciary duties that come with them. You'll gain valuable insights into the need for specialized insurance solutions, the complexities of trustee roles, and the importance of cybersecurity preparedness in the trustee space. Listen in to explore this compelling discussion and discover how to address trustee liability with the right coverage and insights. To learn more about trustee liability and how to get in touch with Judy Pearson, visit the Nomadx website https://www.balanceuw.com/nomadx or reach out to Judy directly via email [email protected] or by phone (303-917-7776).





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Private Client Risk & ResilienceBy Kurt Thoennessen, CAPI

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