You own the client relationship. You carry the risk. You steward the collection.
Three seats, one standard. The collection fully known, the values defensible, the risk under management, whichever chair you sit in.
InsurancePrice the collection at its real value and its real risk, and cede a book that is legible enough to carry. For coverholders, MGAs, carriers, and the reinsurance market.→Wealth managementA valuation and a record you can put your name on, for the estate, the tax authority, the insurer, or the sale. For estate attorneys, trustees, wealth managers, and family offices.→InstitutionsKnow everything you hold, prove what it gives back, and present it with the authority of an institution. For museums, university collections, and corporate collections.→