Our broad capabilities in the financial sector range from boutique private firms to large publicly traded companies including wealth managers, securities firms, community and regional banks, trading operations, insurance companies and private equity/hedge funds.
We understand the unique risk-management challenges inherent in your industry:
“If faced with litigation, how broadly will my board and management be defended by the carrier, and how many other exposures are being covered in my policy that could erode the limits available for defense?”
“When a claim arrives, does the carrier defend our first dollar or does each board member have to find an attorney and seek reimbursement from the carrier?”
“What happens when the carrier wants to settle the claim and the board member does not?”
Whether addressing the need to protect your directors and officers from lawsuits or providing a comprehensive property and casualty solution, we are a single-source advisor that can customize solutions across your entire enterprise.