Family Office Investment 
Symposium 2023

Jim Kane has served as Senior Vice President of Personal Risk at USI Insurance Services LLC since January 2014. USI is headquartered in Valhalla New York and is currently the third largest privately held personal insurance agency in the US. Jim has contributed to articles and thought leadership on risk management for the family office over the course of his three decades in the business. He has spoken at various wealth management conferences including Institute for Private Investors, Family Office Exchange and Family Wealth Advisor and the 16th Annual Family Office Investment Symposium. Jim was a co-founder of the Southeast Family Office Forum (SEFOF) and remains a member of the SEFOF Board. In 2014 he received the Michael Brink Award from the Family Office Review for dedicated service to the Family Office Community. Jim is an active member of his community serving on the Board of Trustee for The Private Risk Management Association and Chair of the President’s Advisory Council for St. Joseph’s Preparatory School. Jim and his family reside just outside his hometown of Philadelphia.