Policy Maintenance & Risk Management

Planning for the unexpected

For our Private Wealth Stewardship clients, we can perform a periodic review of all existing insurance policies and, where appropriate, recommend the hiring of a professional insurance planner or estate planning agents representing highly credible risk management companies.

• Maintain electronic database of all policy information
• Review of Advanced life insurance planning for larger or more illiquid estates
• Referral to qualified property and casualty insurance professionals
• Referral to qualified liability planning and asset protection insurance professionals