Allow Me To Introduce Myself

​Risk.  It's Everywhere

​On one hand, we want to avoid it completely.  But it also creates opportunity.  If we can manage it, we can profit from it.

I can help.  My practice is uniquely centered around identifying, understanding, and minimizing risk.   Here is some of what I do:

Hazard Risk (better known as insurable risk):  Here, I look at your situation to identify risks.  Then, I analyze your current policies to determine if you’re really covered.  Potential solutions could include new policies, new carries, some risk retention, and the formation of an insurance subsidiary.

Financial Risk: In addition to being an attorney, I’m also an investment adviser who consults on portfolio design and implementation.  I start by looking at your risk profile and then design a portfolio around your risk tolerance.  I write a regular column at Seeking Alpha that analyzes the markets.  I also consult and structure transactions, implementing my LLM in taxation.
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Strategic Risk:  We all operate in the broader economy and need to know what’s happening in that environment to inform business decisions.  My weekly Turning Points Newsletter analyzes well-know indicators to dispassionately assess the current economic trajectory.
 

Request a copy of Captive Insurance in Plain English or The Lifetime Income Security Solution by filling out the form below.
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​My Books