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E Randolph Whitelaw

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Bio

E. Randolph Whitelaw is Managing Director of Trust Asset Consultants, LLC (TAC), a Trust-

Owned Life Insurance (TOLI) risk management consulting firm, and The TOLI Center, LLC

(TTC), a life insurance policy administration and risk management firm. TAC’s clients are trustees,

beneficiaries, professional advisors and affluent family groups. TTC provides professional

fiduciaries, professional advisors, affluent families and businesses with a service-based life

insurance plan administration and policy risk management platform.

A leader in the TOLI risk management counseling and restructure marketplace, he is frequently

engaged by professional fiduciaries and estate planning professionals to provide expert opinion and

testimony in dispute and litigation matters, and FINRA Arbitration. 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. He was engaged by the American Bar

Association (ABA) to co-author a book titled The Life Insurance Policy Crisis – The Advisors and

Trustees Guide to Managing Risk and Avoiding a Client Crisis that was released for sale in

September 2016.

Mr. Whitelaw has a corporate finance and capital markets background. He spent 15 years with a

major bank holding company managing public corporation, larger private business and affluent

family group relationships. His lending experience includes coordination of multi-lender ‘workout’

borrowing arrangements. 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. His management experience included interface with the OCC bank

examiners.

In the mid-1980s, he co-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. His company offered investment advisory, life insurance and family office support services

as well as the design, implementation and management of non-qualified deferred compensation

plans for public corporations. In 1993, he co-founded and served as managing partner of a feebased

third-party TOLI policy administration company that developed a national reputation and

clientele among regulated trustees and estate planning professionals. In 2001, he founded Trust

Asset Consultants, LLC to provide corporate trustees, professional advisors, and insurance trust

beneficiaries with “single source” TOLI fiduciary risk management consulting services.

 

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