We have a “retro-radical” approach: personalized, high-touch service provided by seasoned experts, combined with innovative products and services that create more transparency and foster deeper relationships. You can read about our individual services below, or download our brochure.
Additionally, we rely on our advisory boards to help us stay current on industry trends and advise us on best practices.
G2 has assembled a highly respected and dedicated team of personal insurance specialists with an average of 25 years of experience to help high-net-worth individuals, families, and family offices manage risk and plan for the future.
Our team has a unique understanding of the challenges facing our clients and is deeply committed to working closely with clients—from the initial discussions where we learn what’s important to you, to a review that compares the coverage you have versus the coverage you need, and finally, determining the best way to implement your coverages on an ongoing basis.
Download our Personal Datasheet.
G2 is the premier regional insurance broker for real estate, nonprofits, educational and research institutions, and financial organizations. We create and actively manage customized insurance programs and address all exposure to financial loss associated with the ownership and management of premises, operations, products, completed operations, professional, and special activities.
We also provide executive officers personal financial protection from shareholders, employees and customers. Our executive risk practice provides access to experts and solutions that identify risks, analyze coverage and provide a strategic approach to managing claims.
Download our Commercial and Nonprofit Datasheet.
G2 Risk Management
G2 offers a unique and holistic approach to helping clients assess and manage risk, including many ancillary services beyond the placement of insurance, such as risk control, claims, disaster planning, risk finance, contract management.
From the initial appraisal where we employ state-of-the-art predictive modeling to assess a client’s risk to the introduction and socialization of risk mitigation techniques that preserve stakeholder value—we are completely focused on the parameters that directly affect client’s exposures, requirements and outcomes.
Download our Risk Management Datasheet.
G2 Employee Benefits
G2 partners with Burnham Benefits to help employers create and implement benefit strategies that are designed to control costs, attract and retain the best talent, and incentivize employees toward better health. Burnham has aggregated all the industry leading benefits services required by Fortune 500 organizations and brings them to our employer clients who require excellence from their consulting partners.
Burnham invests in bringing key experts in-house to handle areas of specialty such as wellness, legal compliance, communications, underwriting, retirement plan design and executive benefits. This team uses the industry’s best practices and most up-to-date technologies to deliver employee benefit services.
You don’t have to be on the Fortune 500 list to get best-in-class service from your employee benefits consultant. You just have to be a Burnham client.
Download our Employee Benefits Datasheet.
G2 clients enjoy the benefits of having a multi-disciplined, senior team of advisors with backgrounds in the areas of insurance, law, accounting and wealth management.
We offer a platform of customizable approaches for wealth preservation and business and estate planning. And because our partners are solutions oriented, they understand what clients are looking to accomplish and develop plans that meet specific objectives. Once a plan of action is established, we work closely alongside them to implement each step of the strategy.
Download our Life Datasheet.
G2 Advisory Boards
We maintain three active advisory boards. The individuals who sit on our boards are experts in their fields and provide us with insights on current trends and advice on client issues.
NONPROFIT ADVISORY BOARD
PhD, Adjunct Professor and Director
Center for Nonprofit and Public Leadership Haas School
Executive Vice President & Chief Operating Officer
Golden Gate National Parks
YMCA San Francisco
Lisa and John Pritzker Family Fund
President and CEO
PERSONAL RISK MANAGEMENT ADVISORY BOARD
The Presidio Group
Estate Planning & Personal Representation Practice Group
Matt McKenzie,CLU, ChFC,
Thomas Brady & Associates
Executive Vice President
Monte Vista Management Company
Private Risk Management Association
REAL ESTATE ADVISORY BOARD
Stockbridge Real Estate Funds
President and Principal
Executive Vice President, Group Head Commercial Real Estate
Wells Fargo & Company
President and founder