Your Advocate in the Insurance Market™
At Guterman Organization, we take care to provide our clients high quality Corporate, Board, and Private Client Financial Advisory tailored to their unique needs. How can we help you today? Kindly contact us now!
Resources:
We work with top US and international insurers including markets at Lloyd’s of London, and collaborate with the world’s premiere brokerage firms:
- Woodruff Sawyer (for Family Office and Trustee liability)
- Marsh, Willis and Aon (for captive insurance)
- Hays Companies (for food processing/manufacturing and workers’ compensation)
- Amwins, Big I Markets, CRC Group and CharityFirst/Gallagher (for certain Cyber/Privacy/Media and other Commercial coverages)
Professional trustees’ and fiduciaries’ insurances
Commercial property and casualty insurances
Cyber/Privacy/Media liability insurance
Professional liability insurances
Tax Opinion insurance
Directors’ and Officers’ liability insurance
Errors and Omissions liability insurance
Representations and Warranties insurance
High-value personal property insurance
High-value personal casualty insurance
Captive insurance solutions
US qualified pension plans
High-limit disability income insurance
High-limit life insurance
International wealth planning and insurance
US and cross-border philanthropy
Fee-for-Service Insurance and Financial Planning
For our clients, we consult together and decide on what’s needed as a plan: for one particular area of coverage, an immediate real estate or business transaction or liquidity event, or a more comprehensive financial plan. We find that many clients are satisfied by our diligence in creating a plan, and ask the firm to implement the plan as well.
Trust and Estate Planning
We specialize in counseling general partners of private equity, hedge fund, venture capital and investment management partnerships, and tech entrepreneurs. We advise on trusts, estates, gifts, and tax planning.
International Wealth Planning
As a member of the international Society of Trust and Estate Practitioners (STEP), we actively counsel US and international families on cross-border situations and assets.