Insurance Oyster(TM): I turn sand into pearls, with insurance.
35 years experience: Insurance for trustees, fiduciaries, firms, family offices, pension funds, trust companies, venture capital and private equity funds, ESOPs.
Certified Financial Planner (R), Trust and Estate Practitioner(R).
Expert in Hedge Fund, Software, Biotech, Real Estate, Power and Renewable Energy industries.
Directors’ and Officers’, Representations and Warranties, Tax Opinion Insurance; Estate Tax, Business Tax, GIft Tax; Transactional Insurance, Political Risk Insurance.
High-limit Disability and Life Insurance.
Proof of vaccination required,All staff fully vaccinated,Staff wears masks