Business Managers/Financial Services Firms

Kaercher Campbell & Associates’ client base includes business management firms in which we serve as a virtual risk manager, complementing services by assuming responsibility for handling a wide range of their clients’ insurance needs. Every family office or business management firm is paired with a wealth management/private client consultant who orchestrates the efforts of an account team composed of multi-disciplinary professionals. We take an integrated due diligence approach toward insurance and risk management program design, incorporating a variety of disciplines such as aviation, fine arts, financial services, homeowners, professional liability and life and disability. Our ultimate goal is to provide unparalleled, confidential and professional service.

One of our core competencies is reducing the liability business manager/business advisors assume through professional liability insurance programs. With our expertise and market leverage, business managers and business advisors can offer their existing and prospective clients a more robust skill set, without adding to their overhead costs. Our involvement gives business managers/business advisors time to concentrate on fulfilling their core responsibilities, rather than time-consuming insurance functions.

We will assess your risk for professional liability claims. As your business evolves, and you add new clients and offer a wider range of services, risks quickly multiply. The financial, philanthropic, legal and administrative services you perform, or even arrange through an outside provider, put you at risk for a broad range of claims.

Kaercher Campbell & Associates can help you meet your clients’ insurance needs. Insurance is a critical wealth preservation tool for affluent individuals and their families. Whether you are capping liability, protecting personal property or executing an estate plan, insurance is a viable vehicle. If you either do not offer insurance services, or only consider it an ancillary service, there is considerable room to broaden your service offerings. Our consultants will help you with the arduous task of managing your client’s insurance needs. If you offer insurance management to your clients, coordinating services provided by carriers and brokers, searching for policy information and resolving other insurance issues may be consuming time that could be spent focusing on your consulting practice.

We allow you to determine the extent of our involvement with your clients. We can work directly with them, or we can provide behind-the-scenes consultative support. Our intent is to complement your service offering. Regardless, you have access to our expert staff ‘s abundance of information.