8 Capabilities/Service Offerings Family Offices Should Evaluate When Reviewing Client Insurance Programs

by Kurt Thoennessen, CAPI There are many factors to consider when choosing an insurance advisor and insurance company to work with. Is the insurance advisor a specialist or general practitioner? …

Luxury Home Renovations Can Cause Major Homeowners Insurance Gaps

This article was first published on IRMI.com and is reproduced with permission. Copyright 2018, International Risk Management Institute, Inc.  By Kurt Thoennessen, CAPI Luxury homes under major renovation need special…

New York City Flatiron District Steam Pipe Explosion – Personal Insurance Considerations for Owners of Luxury Property

By Kurt Thoennessen, CAPI July 19, 2018   Manhattan’s Flatiron District suffered a massive steam pipe explosion on Thursday July 19, at 6:39 AM that opened a large hole in…

Wire Transfer Fraud Prevention – 10 Best Practices for Family Offices and High Net Worth Individuals

By Kurt Thoennessen Wire fraud occurs when large sums of money are stolen from an individual or corporation using the telephone or electronic communications (i.e. internet and/or email) as the…

Personal Cyber-Security Planning Guide

This article was first published on IRMI.com and is reproduced with permission. Copyright 2018, International Risk Management Institute, Inc.  By Kurt Thoennessen, CAPI Everyone wants to feel safe and secure…

When is a diner not a diner?

By Kurt Thoennessen, CAPI Personal Insurance Specialty Case Study: Current Premium = $15,000 New Premium – $6,000 Advisor value = $9,000 per year savings and better coverage Summary: Joanne is…

Ransomware: Three Critical Mitigation Strategies Family Offices and High Net Worth Individuals Should Evaluate

Most of us are acutely aware of the existence of Ransomware and the devastation it can cause. Since early 2016 there have been about 4,000 attacks daily, which is a 300%…