There is a large universe of legal, accounting and financial professionals serving the wealth advisory needs of financially successful families. Missing from most wealth management plans, however, is a well thought out strategy to manage the wide range of property and liability risks that can cause great financial harm. With the stakes so high, why leave property and liability risk management to a “roll of the dice?”
Properly managing the many risks facing families with significant wealth requires far greater thought and expertise than most insurance practitioners can offer. Gaps in important protection, insurance agent assumptions and un-asked questions, cost inefficiencies and a general feeling of confusion and chaos are far too commonplace. There is a better way.
This blog is a resource to my clients, consumers and journalists in search of real insights, and especially the growing Trusted Advisor community I am proud to assist. Over time, I will address all matters of personal property and liability risk management. I welcome your feedback and suggestions.
This Blog uses the following categories to organize content:
Caveat Emptor – Insights needed to become a better informed consumer
Insurance Carrier Related – New coverage and services from the nation’s leading P&C carriers.
Liability Risks and Solutions – Examines the ever expanding threat of third party lawsuits.
Property Risks and Solutions – Think your residence is “fully covered”? Think twice.
Protecting Valuable Articles – How to transfer the risk of loss to your collectibles, intelligently.