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Award
received November 2013 |
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E. RANDOLPH WHITELAW
Trust Asset Consultants, LLCE. Randolph Whitelaw is Managing Director of Trust Asset Consultants, LLC, a
Trust-Owned Life Insurance (TOLI) risk management consulting firm, and The TOLI
Center, LLC, a life insurance policy administration and risk management firm.
His firms' clients are corporate trustees, professional advisors, affluent
family groups and family-owned businesses.
A leader in the Trust-Owned Life Insurance (TOLI) risk management and
restructure marketplace, Mr. Whitelaw is frequently engaged by professional
fiduciaries and estate planning professionals to provide expert opinion and
testimony in dispute and litigation matters. He lectures nationwide and
regularly authors in-depth peer-reviewed articles that illustrate his
comprehensive knowledge of the ever-changing life insurance and life settlement
markets.
Mr. Whitelaw has a corporate finance and capital markets background. He spent
15 years with a major bank holding company working with its public corporation
and larger private business clients. His lending experience includes
coordination of multi-lender 'work-out' borrowing arrangements and interface
with OCC bank examiners. As Executive Vice President, he managed the holding
company's middle market business and private client group including the cross
marketing of trust investment, and life insurance services.
In the mid-1980s, Mr. Whitelaw founded a consulting firm to specialize in the
unique management and business continuity planning issues of larger family
businesses, affluent family groups and family offices as well as the design,
implementation and management of non-qualified deferred compensation plans for
public and larger private corporations. In 1993, he co-founded and served as
managing partner of a fee-based third-party TOLI policy administration company
(now known as THE TOLI Center, LLC) that developed a national reputation and
clientele among regulated trustees and estate planning professionals.
In 2001, Mr. Whitelaw founded Trust Asset Consultants, LLC (TAC) to provide
corporate trustees, professional advisors, and insurance trust beneficiaries
with "single source" TOLI fiduciary risk management consulting services. In
2004, he co-founded Life Settlement Partners, LLC, a life settlement consulting
firm that works exclusively with policy sellers.
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