Personal Risk Management

Anticipating needs at every stage.

G2’s highly respected and dedicated team of personal insurance advisors average 25 years of experience, assisting high-net-worth individuals, families and family offices manage risk and plan for the future.

G2 provides comprehensive solutions for all risks at every stage of life. Our team works with clients to anticipate risk changes in property, auto, art, domestic workers, cyber security, aircraft, yachts and equestrian investment to ensure thorough protection and peace of mind.

For more information about G2's services, contact Shirley Gordon, Director of Personal Risk Management at 415-426-6605 or sgordon@G2insurance.com.

Lauren Erickson
  1. Insurance 101 for Nonprofits

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, […]

Todd McCormack
  1. 2020 Year in Review

With all the challenges of this past year, we remain proud of our Associates and business partners, thankful for our clients and community, and humbled by all those who supported our team through difficult times. Now, we look forward to a new year as we work confidently to protect all who are dear to us. Click below to read the full letter from our Co-CEOs:

Shirley Gordon
  1. Why it’s time to review your Life Insurance

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.

Steve Dascole
  1. G2 Adds Family Office & Wealth Advisory Practice

G2 continues to expand its Personal Risk Management division by adding a Family Office & Wealth Advisory practice, led by industry expert, Shirley Gordon. Shirley partners primarily with wealth advisors, attorneys, and CPAs on personal risk management.   She delivers in-depth discovery, custom insurance placement,  and exceptional protection programs to successful individuals, families, and family offices.