G2 Insurance Services was founded on the notion that a brokerage firm could combine personal service from a bygone era with today’s best talent and technology. This “retro-radical” approach could only come from the shared history of its founders. Jason and Matthew are the grandsons of Richard Goldman, the founder of the renowned Goldman Insurance Services firm. Based in San Francisco, G2 Insurance Services possesses a unique global perspective and an array of regional and international clients—from startups to nonprofits and individuals to multinationals. The firm’s staff is comprised of insurance veterans with extensive individual knowledge, as well as industry upstarts who are challenging old assumptions and leveraging new technologies.
How do I manage the risks of my home renovation project?
The process of renovating your home or building a home addition is inevitably stressful, particularly when multiple contractors are involved. Due to the complexity of these projects, homeowners are exposed to many new risks that often seem out of their control. Owners of high-value, custom homes, moreover, may be at additional risk since the cost […]
How do I navigate the risks of employing domestic staff?
For families of substantial means, the need to employ supportive staff grows as their assets increase. “Staff” may include nannies, chefs, drivers, gardeners, personal assistants and estate managers. While many of these domestic employees end up being “part of the family,” certain precautions should prevail. Staff are often hired quickly as needs arise, but these […]
Why is “bespoke” insurance service essential to a sophisticated financial portfolio?
In most fields, high net worth individuals are demanding clients. They thoroughly vet their wealth advisors, attorneys and accountants and insist on superb service. But that rigor often disappears when it comes to insurance. The problem is, most wealthy people don’t pay close enough attention to their risks and are complacent about mediocre service from […]
Are you using mass-market insurance to protect your net worth?
Some people flourish. They own multiple homes, enjoy the lifestyle that success can bring, and perhaps they even attract media attention. With expanding success, their financial planning evolves, too. They graduate from savings accounts to 401(k)s, and eventually they work with superb investment advisors who can manage the complexity and scale of their planning needs. […]
