Jonathan Forster

Jul 18, 2024 | jdsupra.com | Jonathan Forster

July 18, 2024 To embed, copy and paste the code into your website or blog: Legacy management is an age-old business that has not changed in decades. We propose moving away from an episodic, transactional delivery model and removing siloes between a family’s advisors – allowing for a proactive, disciplined cadence toward planning and 2-dimensional viability to see how the planning truly operates.

Jul 18, 2024 | lexology.com | Jonathan Forster

Click here to listen to the audio. Legacy management is an age-old business that has not changed in decades. We propose moving away from an episodic, transactional delivery model and removing siloes between a family’s advisors – allowing for a proactive, disciplined cadence toward planning and 2-dimensional viability to see how the planning truly operates.

Mar 19, 2024 | lexology.com | Jonathan Forster

Click here to listen to the audio. BakerHostetler has introduced a revolutionary breakthrough in the age-old art of estate planning. FinClar (short for financial clarity) is a proprietary digital experience offering transformative legacy management to highly successful families. Gone are the days of siloed, complex, episodic, transactional platforms – so-called conventional estate planning. With FinClar, BakerHostetler offers clients an utterly unique approach.

Nov 14, 2023 | insurancebusinessmag.com | David Bailey |Jonathan Forster

SME By Nov 14, 2023 Share This article was provided by David Bailey (pictured left), schemes manager at Travelers Europe and Jonathan Forster (pictured right), SME distribution director for Travelers Europe. Before entering into any long-term commitment, it’s important to understand your partner. That’s the spirit driving the schemes business at Travelers and how the company works with brokers and MGAs to develop new schemes propositions together.

Nov 5, 2023 | insurancebusinessmag.com | Jonathan Forster

SME By Nov 06, 2023 Share This article was provided by Jonathan Forster (pictured), SME distribution director for Travelers Europe. The management consulting profession is currently in a state of flux – and it’s generating uncertainty for both consultants and the businesses that need their expertise.