Unfortunately, due to the growing health risks posed by the spread of coronavirus and the declaration by the World Health Organization that the outbreak is officially a global pandemic, we are compelled to now postpone the 15th Annual Family Office Investment Symposium until further notice.
Senior Vice President, Family Office Practice Consultant
Paul focuses on a holistic approach to personal insurance. His team looks at all aspects of risk from the multi-million dollar homes, exotic automobile collections, yachts, private jets, jewelry and fine art; from personal liability to director's and officer's liability. Paul's team also specializes in dealing with the evolving threat of cyberattacks and identity fraud. Paul and his team pro-actively manage the end-to-end risk management solutions and stay ahead of the curve in this rapidly changing landscape of cyber risk. The dedicated risk management team structures the insurance program around the client's needs, exposures, and risk tolerance, and tailors the insurance program suited for their specifications. Paul's expertise is providing consultative services and manuscript policies for ultra-successful families. Paul and his team are part of the wealth management process as it relates to providing insurance and risk management reviews for clients.
Paul has over 30 years of experience in the insurance brokerage industry in areas including but not limited to wineries and large art collections in excess of $500,000. Paul and his team are considered one of the premier Private Client Risk Management teams in the country. Paul was the West Coast Regional Director for the entire west coast for Aon Private Risk Management. As regional director, he developed new business and managed insurance risk programs for high and ultra-high net-worth families and was the Director of the West Coast Meistro Family Office. Paul’s expertise is providing consultative services and manuscript policies for the most complex insurance needs. In 2002, 2003, and 2004, Paul and his team were the top producers nationally for Aon Private Risk Management. They earned the national award for best customer service and was awarded the circle of excellence in 2001, 2002 and 2003. At Aon, Paul was considered and remains a national expert for fine art collecting, vintage car racing and yachts. Paul has worked with several auto racing and yacht racing teams providing insurance and risk management advice.