Wealth management is a process of addressing current and generation issues including investments, estate tax planning, & the exposures to risk that exist both today and for future. Organizing in a Family office is a structured effort to address these to combine these family issues in a long range well thought out plan. Sharing knowledge, opportunities and responsibilities in a Family Office initiative has proven to be efficient mechanism to support success. Insurance protection for the typical and oft times unique exposures of a Family office is a critical backstop to those risks in guaranteeing success.
PRIVATE CLIENT – A CRITICAL EXERCISE
Every phase of success brings a new chapter in exposure to risk. At Shepard, 40 years of working with high achieving clients has built a level of expertise critical in meeting client needs. We recognize the responsibility of success and have built a platform to manage the risks that come with it. We have a team dedicated to providing efficient risk management of the various exposures, and the appropriate insurance response.
Developing a plan to address particular needs of our client begins with a comprehensive investigation of exposure to create the platform. Each and every exposure is evaluated to determine the final manner of control of the risk. Given consensus on the approach, a final plan of coverage can be implemented, with a reasonable follow up and review structure. This start to finish effort we have built into our Signature Assessment program.
An organized approach
Securing effective insurance coverage begins with an investigation of your personal exposures. Once identified, we can explore the different options to those risks and develop a plan to meet your particular needs.
We use a disciplined process in developing a plan.
The team at Shepard Insurance did a great job analyzing our insurance needs. They dug deep to find the optimal insurance solutions for both my business and my personal needs. They looked at where we are today while focusing on our future objectives, creating a complete insurance package to support our goals. With Shepard you get experts, and that expertise is now a vital part of our team. Shepard is an invaluable part of our team.
what we offer
Whether it is for securing Golden Handcuffs or adding income incentives, implementing “key” executive benefits are important to business success. Protecting a critical employee for the future requires sound creative planning.
Achieving and maintaining financial security for your family is a lifetime effort. Implementing a well-designed Life Insurance program will provide the guarantees that are critical to that security.