Category: Family Office
Amalgamated Bank and G2 teamed up for a webinar titled “Insurance 101 for Nonprofits” aimed at demystifying insurance concepts, purpose and terminology for nonprofit organizations. Maura Keaney, VP of Commercial Banking at Amalgamated Bank, hosted the session. The presenters included: Lauren Erickson, VP, Nonprofit Practice, G2 Mark Battat, VP, Personal Risk Management, G2 Cynthia Jenkins, VP, Family Office Executive, G2 This webinar provided guidance and practical takeaways, including how to better: Understand insurance vs. risk management Identify what a modern, […]
Winged Keel is a highly specialized partner that G2 engages for advice and client assistance in this important wealth planning area. G2’s Personal Risk Management team provides comprehensive property and liability solutions for risks at every stage of life. In helping our clients anticipate risk changes, it is important to review life insurance plans at key intervals. Given the profound impact of low interest rates on traditional life insurance policies, now is a perfect time.
In California, the 2017 wildfire season became the worst on record, only for 2018 to prove even more deadly and destructive. The National Interagency Fire Center outlook for June through September of 2020 indicates many areas in the western U.S. will have above normal wildfire potential.
G2’s Personal Risk Pro Tips feature actionable advice about trending issues from our network of credible experts. Teresa Leigh Household Risk Management specializes in the hiring and management of household and property staff for High Net Worth individuals and families. She can be reached at info@teresaleigh.com.
Hillard Heintze, a firm that specializes in security risk and threat management, developed Recovery and Reopening Security Risk Guidelines to help businesses prepare to resume operations in the coming months.