Join the Alliance for a look at today's risk management space from the perspectives of our members and partners.
We're excited to partner with experts from AIG Private Client Group, Marsh McLennan Agency Private Client Services, Boulevard Family Wealth, and JDJ Family Office Services to help elevate this crucial element of your holistic wealth management experience.
Our Risk Management Spotlight is open to the public through the month of September, after which it will be accessible only to Alliance members.
The P&C Marketplace & Your Options
Our first conversation will focus on the Property & Casualty insurance marketplace. Steve Poux, Head of Risk Management Service and Loss Prevention at AIG Private Client Group and Bob Donnelly, Managing Director and National Client Experience Leader at Marsh McLennan Agency Private Client Services join Rachel Hyman, President of The Family Wealth Alliance to discuss the current landscape and how advisors can make the right selections.
 |
Bob Donnelly Managing Director & National Client Experience Leader Marsh McLennan Agency Private Client Services |
 |
Steve Poux Head of Risk Management Service and Loss Prevention AIG Private Client Group |
Risk Management Services for Family Offices
What does it it mean to add an insurance client advocate to your client experience, and what are the benefits? Elana Vasi-Smith, Lifestyle Management Officer at JDJ Family Office Services discusses how her firm approaches assessing clients' complex risk management and insurance needs.
 |
Elana Vasi-Smith Lifestyle Management Officer JDJ Family Office Services |
Life Insurance Strategy for Family Offices
As co-founder of Boulevard Family Wealth and Boulevard Insurance strategies, Andrew Aiello brings insights on the nuances of life insurance strategy at the family office level.
 |
Andrew Aiello Co-Founder Boulevard Family Wealth // Boulevard Insurance Strategies |
Additional Resources
Adding P & C to Separate Your Firm from the Pack from Atténuer Risk
Why a Breakaway RIA Started a Life Insurance Advisory featuring Boulevard Family Wealth
2023 Security Trends – What To Watch For As 2022 Winds Down by Red5 Security