How our Corporate Mission and Process Helped Us Win the Day!

We recently received a referral from a consultant who was asked to assist their client with the D&O insurance buying process. He reached out to us and asked if we can help as he felt his client needed more guidance and advice than they were getting.

insurance, C-Suite, CCO, CFO, client, COO, hedge fund, Indemnity, new, protection, regulatory claims, regulatory coverage, regulatory risk, Risk, SEC

Case Study: $29 Billion Global Family Office

Who: $29 Billion Family Office with Global Offices

Initial Concerns: Head of Operations and Insurance requested a review of the current in-force policies insurance portfolio. Stressed importance of understanding risk as well as the quality of service.

What We Did: Upon

insurance, brokerage, Case Study, Family Office, financial services, Iron Cove, P&C