Annual Personal Risk Review.
Risks tend to grow in number and complexity with wealth, making your family’s situation unique. As a result, structuring a sound insurance program should begin with a thorough personal-risk review. We start with a conversation to gain an understanding of your exposures, risk tolerance, and financial objectives. Many families we work with find they can strengthen protection against catastrophic losses while maintaining costs (or even cutting premium payments) by taking advantage of easy savings opportunities, some of which they hadn’t previously considered.