Risk Management

As personal wealth grows, affluent individuals and families become increasingly exposed to potential liabilities. This exposure makes it imperative to conduct a complete risk management analysis to help ensure strategies are put in place to protect wealth and limit exposure to undue risks on either side of the border. Cardinal Point has relationships with outside strategic partners to help analyze:

  • Current insurance policies, including life, disability and personal liability
  • Business insurance strategies, such as key person, buy/sell agreements and medical coverage for family members and employees
  • Insurance coverage for real estate, automobiles and aviation
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