Case Study: $20+ Billion Global Family Office
Who: $20+ Billion Family Office with Global Offices
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Who: $20+ Billion Family Office with Global Offices
Tags: insurance, brokerage, Case Study, Family Office, financial services, Iron Cove, P&C
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. Who can blame them? Management Liability Insurance is complex and it's not a cheap purchase. Hence clients expect, as they should, to be educated on the product and how it will address their specific risks and concerns.
Tags: insurance, C-Suite, Case Study, CCO, CFO, client, COO, Coverage, hedge fund, Indemnity, new, protection, regulatory, regulatory claims, regulatory coverage, regulatory risk, Risk, SEC
Who: A 25 year old New York based asset management firm with assets of $1.5 billion.
Tags: insurance, Analysis, Iron Cove Posts, Case Study, Cost, D&O Insurance, hedge funds, Investment Adviser, Iron Cove, Lou D'Agostino, RIA, Savings
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