Connecting your wealth with our wisdom to empower families and businesses to better protect what’s most important.
Welcome to our Knowledge Center – a collection of several simple educational articles and short papers to help you better protect your prized possessions.
When it comes to buying personal insurance, clients can work with a captive agent, a direct writer or an independent agent. Which option is most attractive to an affluent family? You be the judge based on these scenarios. The first scenario describes the platform used by the other two product distribution systems — captive agents and direct writers...
Over the past decade, we have seen many affluent families and individuals transferring assets such as estates, vacation homes, art, and car collections, family jewels, and water-crafts to trusts or limited liability corporations (LLC). The shift in legal ownership is often recommended by their estate attorney as part of their overall wealth preservation strategy. Unfortunately...
BridgePoint Risk Management provides customized personal risk management solutions for affluent and high-net-worth clients. We find that many of our clients generously serve as board members of local nonprofit organizations. We applaud their charitable efforts but also encourage them to make sure they understand...
When evaluating insurance coverage options, many zero in on price when making their buying decision. However, that strategy is only safe if you never file a claim. Download our whitepaper as we discuss why it’s important to consider more than just the price tag of insurance.
Since the financial crisis of 2007/2008, many high net worth families have been reconsidering their investment strategies in an effort to insulate themselves from future market downturns. Recently, the wealth advisory community has seen more and more of their clients inquiring about, and making investments in, tangible assets such as wine, jewelry, cars, memorabilia, and antiques.
As you begin to break ground on your dream home, it’s easy to get lost in the initial excitement and overlook the inherent risks of construction projects. Most contracts between builder and homeowner will clearly assign the responsibility of securing proper insurance. Our advisors have noticed a growing trend in homeowners assuming responsibility for purchasing the necessary policies for protection.
