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.
Are you protected when you travel internationally?
Recent air-travel events as well as terrorist attacks in high-traffic tourist areas have caused serious concern for travelers. As the frequency of these events continues to escalate, more preparation is needed by individuals and families to ensure they enjoy a worry-free trip. In addition to booking transportation and accommodations for your business or pleasure travel, […]
How can I protect my family office against legal liabilities?
When it comes to assessing the liabilities within a family office, the executive who manages that office should view the ramifications in the same way a corporation would. If structured correctly, a family office assumes many of the same risks as other financial services or trust organizations. Hiring employees, overseeing outsourced professionals, performing investment services […]
What kind of damage can cybercrime inflict on high net worth individuals and family offices?
High net worth individuals and the family offices that serve them are easy targets for cyber criminals. Wealthy individuals may have assets similar to those of a large corporation, but few or no security measures in place to guard against threats or breaches. With the recent Yahoo hack of 500 million email accounts, cyber security […]
How should risk management be handled between a family office and its clients?
As a trusted advisor to wealthy individuals and families, the “family office” plays a primary role in identifying and assessing opportunities for wealth generation and perpetuation. The scope of its responsibilities spans traditional wealth management, to include tax planning, philanthropic giving and risk management. Given the nature of the advice and the inherent risk exposure […]
