Insights

In our experience from carrying out risk and control assurance work across the insurance sector we are seeing a growing recognition among broking firms of the importance of effective governance, risk management and internal control.

There are a million definitions for succession and it is often assumed that succession only focuses on continuing a business. I disagree.

In our experience from carrying out numerous audits, investigations and due diligence projects, the subject of client money and risk transfer is sometimes misunderstood by insurance brokers, insurers and auditors alike.

With decades of service to family offices, ultra-high-net-worth individuals and inter-generational families, we understand better than most that our clients lead fast-paced, multi-faceted lives.

Wealthy individuals, multigenerational families, successful business owners and their key advisors turn to us for a personalised suite of services selected to reflect discrete preferences and priorities.

The very things that make a family special are often what make the oversight of its financial and personal affairs problematic; there is no single solution that works best for everyone.