Episode 40: Navigating Trustee Liability in Family Estate Planning with Judith Pearson
Update: 2025-03-09
Description
In this fortieth episode of The Family Business Audiocast, R. Adam Smith welcomes Judith Pearson, founder of Precision Brokers and Nomadx. As a recognized leader in fiduciary risk management, Judith shares insights on evolving trust structures and insurance innovations that protect family wealth. The conversation explores private trust companies across different states, the shift in next-generation priorities, and how family financial planning intersects with risk management. Judith draws on her extensive background in D&O liability insurance to explain how trustees and family office services can navigate complex regulatory environments while ensuring proper protection during the upcoming $70 trillion wealth transfer.
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