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.
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.