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Family offices enable wealth management and insurance interests to converge, and rightly so. Each discipline directly impacts the other.
Our Family Office practice presents another type of convergence: a single source to oversee the personal insurance needs of the family and the business insurance concerns of the entity.
And with Risk Strategies, policies never overshadow people. Expect discretion, empathy, and the utmost levels of attention from our specialists.
Personal property and casualty insurance is not always factored into a family’s financial plan, yet its impact is unmistakable. A carefully maintained art collection can appreciate in value from generation to generation. Conversely, insufficient liability coverage can erode net worth after a single lawsuit.
Through our Family Office practice, you gain access to elite carriers that cater to ultra-high net worth clientele with global footprints. Address the volume and complexity of the family’s insurable assets, along with coverage implications pertaining to:
Superior claim service is a given across Risk Strategies, and we set the bar particularly high for our family office clients. Yet when it comes to upholding a family’s legacy, reputational risk can be a more pervasive threat than actual property damage.
We make protection pragmatic, using real-life scenarios to endorse vigilance. Enlist us to advise family members directly or make our expertise an extension of your own. Timely topics include:
In keeping with the bespoke nature of family office support, we will gladly customize our offerings to align with yours.
National Private Client Services Practice Leader
National Private Client Services Practice Leader
Alison joined Risk Strategies in 2021, developing and leading the overall national growth strategy for Private Client Services. She focuses on enhancing the client experience for our high net worth clients and delivering tailored solutions that better serve their unique insurance and risk management needs.
Chief Operating Officer, Personal Lines
Tim joined Risk Strategies in 2022 as the Chief Operating Officer for the Private Client Practice to help develop and implement the strategic vison for the practice and to manage day-to-day practice operations and technologies. His responsibilities include driving operational efficiencies across all offices and regions, enhancing the client experience through the use of technology, standardizing and optimizing workflows and helping to oversee the management of the Private Client Practices' largest carrier relationships.
In addition to his practice leadership role, Tim is also a personal risk advisor and works directly with successful families across the county. He assesses client needs, identifies future risks, and develops customized, comprehensive personal insurance solutions that align with their risk management priorities.
With nearly 25 years of experience in the insurance industry, Tim brings a wide range of experience having spent dedicated time on the retail, wholesale, and carrier sides of the business. He founded and sold Platinum Partners, a successful wholesale business focused exclusively on the private client segment. He also served as Executive Vice President of Orchid Underwriters, a private equity backed specialty MGA which he joined after selling his firm. In addition, Tim spent nearly a decade at Chubb Personal Risk Services where he held several executive level positions in both underwriting and marketing, including leading the New England Region.
Tim earned a Bachelor of Arts degree in Political Science from Drew University. He is a member of PRMA (Private Risk Management Association), a longtime member of the Boston Estate Planning Council, and a former member of the Family Office Exchange.
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