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.
Serving on a nonprofit or for-profit board can be rewarding in many ways. Offering your unique expertise and perspective as a guide toward growth and sustainability is highly valued by organizations and companies of all sizes. In all the excitement around joining a new board, many people don’t stop to consider the risks of the role.
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, […]
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:
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.
Al Fine, Director of Risk Management for G2 Insurance Services, recently interviewed Andrew Pritchard, Managing Director of AmWINS, to learn more from his perspective about how the pandemic has affected asset managers, family offices and financial institutions.
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.
When the Woolsey Wildfire started on November 8, 2018 in the Westlake Village area of Ventura County I had no idea of where it would spread.
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.
Our team has been fielding inquiries from clients for the past few weeks related to the novel coronavirus (COVID-19). Below are answers to some frequently asked questions that we hope will assist you in decision making and provide you with insights into your insurance coverage for this unprecedented event.
When it comes to catastrophes, the past two years have been dramatic, particularly in California. As a result, insurance companies are facing massive payouts for losses.
Most buyers of flood insurance have traditionally purchased coverage through the National Flood Insurance Program (NFIP), but the tides are changing.
On April 13, 2020, the Commissioner of the California Department of Insurance (DOI) ordered insurance companies to refund premiums to consumers and businesses affected by the COVID-19 emergency.
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.