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Client Ref.: 180.418
Client and project challenges
Family Office that due to the dispersion of the different family relationships, have in common the will to unify in a single interlocution, the insurance matter through a brokerage, seeking to maximize savings and increase the guarantees to be contracted.
Our work and approach
After the previous analysis, a significant dispersion in the placement of risks was detected, lacking a business concentration policy. Additionally, we also highlight the absence of guarantees related to business continuity as a consequence of contingencies that could occur, recommending the contracting of guarantees designed to guarantee the possible loss of profits in the businesses where the different family units invest collectively. Finally, we commit ourselves to analyze, through technical risk inspection visits, and to be able to adapt the contracts to the risks actually insured.
Results
As a result of the work carried out in the risk inspections, it was possible to detect deficiencies in the safety measures that could be quickly corrected, thus preventing major incidents. Thanks also to the study carried out with respect to insuring the Loss of Profit of the activities, it was possible to analyze the impact of each of the activities to be insured, prioritizing those where the contingencies could be more foreseeable, and reducing their impact in those where, through other investments, the exposure could be reduced.
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