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Eventually everything connects

G2 is a full-service brokerage firm that is reimagining insurance and redefining how we take care of clients. We help individuals, businesses, and nonprofits connect with the things that matter the most to them—and no one does this better than us.

Who We Are

Who We Are

Making Connections is in our DNA

A shared personal
history and a unique
approach to helping
clients thrive.

Matthew Goldman, Larry Colton, Jason Goldman

How & Why We Started G2

Jason and Matthew Goldman and Larry Colton founded G2 Insurance on the notion that a brokerage firm could combine personal service from a bygone era with today’s best talent and technology.

This “retro-radical” approach could only come from the shared history of its founders. Jason and Matthew are the grandsons of Richard Goldman, the founder of the renowned Goldman Insurance Services firm. Larry Colton served as Goldman’s president for over 15 years. So our commitment to servicing clients is not only long-standing, it’s also deeply personal.

Today, G2 is an established, San Francisco-based firm with a global perspective and many regional, national and international clients—from startups to nonprofits and individuals to multi-nationals.

Our staff is comprised of insurance veterans with extensive individual knowledge, as well as industry upstarts who are challenging old assumptions and leveraging new technologies.

We also maintain multiple active advisory boards, comprised of clients and industry experts, to ensure we are current on the issues facing the markets we serve.

Our client-centric methodology enables us to offer far more than just transactional brokering. We see our role as partners and advisors, offering our clients deep insights and best risk management practices, even in very specialized areas. For instance, our expertise in the world of horses has enabled us to grow one of the most respected Equine practices around. And in keeping with Goldman family tradition, our work with nonprofits has no equal.

We believe this is an exciting and dynamic time for insurance services. But we also think that it’s an important time to deepen commitments to the world around us. So we take pride in having achieved B Corp status, and in continuing to partner and support local organizations that improve our community.

Click to learn more about G2 Founders



What We Do

What We Do

A Tradition of Excellence A Voice of innovation

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 Personal

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 Equine

G2 provides comprehensive solutions for every kind of equestrian investment: full mortality, major medical/surgical, loss of use, farm property, as well as business exposures like training, boarding, horse shows and instructing.

Our services are delivered by highly respected industry professionals who not only have years of professional experience within the equestrian world—they’re also owners with a genuine passion for horses.

Download our Equine Datasheet.

G2 Commercial

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 Life

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

   Nora Silver
   PhD, Adjunct Professor and Director
   Center for Nonprofit and Public Leadership Haas School
   of Business,
   UC Berkeley

   Nicolas Elsishans
   Executive Vice President & Chief Operating Officer
   Golden Gate National Parks

   Chuck Collins
   President/CEO
   YMCA San Francisco

   Barry Finestone
   Executive Director
   Lisa and John Pritzker Family Fund

   John Boland
   President and CEO
   KQED

PERSONAL RISK MANAGEMENT ADVISORY BOARD

   Jeff Zlot
   Managing Director
   The Presidio Group

   Audrey Scott
   Partner
   Estate Planning & Personal Representation Practice Group
   Cooley

   Matt McKenzie,CLU, ChFC,
   President
   Thomas Brady & Associates

   Morton Pactor
   Executive Vice President
   Monte Vista Management Company

   Jason Graham
   Managing Director
   Andersen Tax

REAL ESTATE ADVISORY BOARD

   Stephen Pilch
   MD/COO
   Stockbridge Real Estate Funds

   Lynn Sedway
   President and Principal
   Sedway Consulting

   Mark Myers
   Executive Vice President, Group Head Commercial Real Estate
   Wells Fargo & Company

   Dan Safier
   President and founder
   Prado Group







How We’re Different

How We’re Different

Building a Business by Building a Community

For our clients, insurance is a way of connecting today’s goals to tomorrow’s realities. For us, it’s the foundation of a commitment to the people, institutions, and organizations that make up the community we all share a connection to.

Careers

Careers

WHERE PASSION AND TALENT CONNECT
We’re excited to meet unique individuals
who are passionate about what they do.

If you’re interested in building a career and
making G2 your home, please send your
resume to careers@g2insurance.com.
REASONS TO WORK HERE:
  • Be a part of something dynamic
  • Feel valued every day
  • Experience a creative environment
  • Build a career helping clients prosper
  • Belong to a “giving” culture

Connect

Where to Find Us.

Our offices are located in the heart of San Francisco. In an age when most business happens digitally, we think it’s still important to be just a few blocks away from where many of our clients live and work.

G2 Insurance Services
140 New Montgomery Street, 21st Floor
San Francisco, CA 94105
P + 415 426 6600
F + 415 426 6601
connect@G2insurance.com
©2014 G2 Insurance Services, LLC. All rights reserved.
CA Insurance License #0H81923