Risk Management

Risk Management solutions include personal and business insurance for our clients.


Personal insurance is important when developing a comprehensive financial plan which includes understanding and preparing for the unexpected risks that could compromise wealth creating goals. Personal insurance can be used to offset unnecessary risks by providing liquidity to heirs, disability income, tax efficient legacies, and asset protection from creditors.


Reshape works with teams of highly regarded insurance experts and Estate Attorneys to analyze and evaluate insurance strategies that can be taken advantage of to help fulfill your needs


Business insurance is equally important to prepare for the potential risks of unforeseen events that could threaten the stability of a company; protecting a business from disaster is just as important as preparing it for growth.


Specific insurance products that Reshape recommends to business owners include E&O insurance and disability insurance as well as executive life insurance, key employee insurance and insuring buy-sell agreements.


Reshape also has expertise in specialty insurance solutions, when a company needs help underwriting a specialist insurance policy or creating an options plan to reward executives.


Reshape is aligned with specialty insurance providers that help develop comprehensive plans to identify risk exposures and provide preventative insurance solutions.  Our direct access to Lloyds of London provides the ability to customize insurance solutions for unique exposures and risks.