Under the direction of Bob Chesner, a veteran insurance industry executive, GBGR’s insurance group is uniquely positioned to advise clients comprehensively about all of their insurance needs and whether such needs are best met with commercial coverage, through a captive insurance company, or a combination of the two. A natural extension of the firm’s risk-based approach to counseling wealthy individuals, GBGR’s expertise in the property and casualty insurance area enables clients or their family offices to access objective information and advice about their various coverages (e.g., property, auto, aircraft, art, umbrella, etc.). A thorough audit by the GBGR insurance group of a client’s property and casualty exposures often reveals opportunities for improved coverage at a reduced cost and sometimes implicates the use of a captive insurance company and other insurance hedging techniques. After the initial audit, the GBGR insurance group provides on-going monitoring and administration of the insurance program.
In addition, and separate from GBGR’s work in private placement life insurance planning, the firm’s expertise in the life insurance market provides clients with a resource for obtaining unbiased counsel about death benefit-oriented life insurance planning, whether for estate tax liquidity, buy-sell arrangements, or simple income or wealth replacement purposes. Finally, many GBGR clients recognize the personal risks associated with their wealth, particularly when traveling, and look to GBGR for advice about Kidnap & Ransom insurance.
Please note that GBGR is not an insurance broker and only provides legal and non-legal advice on insurance matters; it does not sell or place any insurance or investment products.
Leslie C. Giordani
Leslie primarily represents high net worth individuals and family offices in a wide variety of legal matters. Her particular focus is domestic and international trust, investment, and life insurance structures.View Attorney Profile
Cindy L. Grossman
Cindy has a breadth of experience in corporate and partnership formation and operation, entity conversion and reorganization, business planning, business succession, and asset protection planning.View Attorney Profile
Robert W. Chesner, Jr.
Finance & Insurance
Bob assists high net worth individuals and family offices in the design and implementation of domestic and offshore life insurance and annuity structures.View Director Profile
Amy D. Quiñones
Amy supports the design, implementation and administration of offshore and domestic life insurance structures.View Coordinator Profile