Family Business Audiocast · 2025-03-09 · 34 min
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.
Other episodes covering the same guests and topics, from across The B2B Podcast Index.
EP #77: Aprio Legal: How Two ABS Firms Combined to Build America's First Integrated Legal + Accounting PlatformThe Future Is Bright Podcast · on Family office services76 / 100
Wealth Management, Client Trust & Multi-Bank Solutions. Iskra Martin of Azura PartnersHow To Keep Your Money · on Family office services69 / 100Episode 71: Rebecca Gooch on Succession Planning and the Family Enterprise Boom84 / 100Episode 68: Tom McCullough on Family Estate Planning and the Five Pillars of Wealth65 / 100Episode 67: Raising Stewards of Wealth - Susan Schoenfeld on Family Enterprise76 / 100Episode 66: Dennis Jaffe on Governance, Legacy, and the Family Business Enterprise82 / 100Episode 65: Stephan Gerwert on Family Wealth, Succession Planning, and the German Family Enterprise Ecosystem75 / 100