Insurance/Risk Management
The process of building and preserving family wealth would be incomplete without a thorough review of a family’;s exposure to and protection against large losses due to liability exposure, death, disability, estate tax and medical emergencies. Insurance policies covering these and other important areas should be reviewed to isolate any inadequacies or exposures. Our role is to assist and guide you through the evaluation process, identify the exposures and solutions and help you attain proper insurance coverage. None of the employees of the firm are licensed to sell insurance products.