Beyond Wealth

Risk Management


For those with extraordinarily high net worth, wealth management is as much about protection as it is about growth. We can provide insurance and asset protection strategies that are essential to protecting your wealth — and fully aligned with your overall financial plan.

Insurance Review/Analysis/Placement

Most clients come to us with several existing types of insurance, often purchased over several years and under differing circumstances. We begin with a thorough analysis of existing policies and offer our recommendations in light of your current situation and risks.

Insurance Coverage Summary

On an ongoing basis, we’ll assess your coverage, from umbrella to life to long-term care insurance, and recommend changes as your needs change.

Private Placement Insurance

Private placement insurance offers the greatest customization possible in policy and investment options. Waldron has both the legal and insurance expertise to correctly create and implement this type of policy.

Exposure Evaluation

We’ll take the time to research and identify any significant hazards to your net worth, and recommend the steps to take to mitigate that risk, whether through insurance or a restructuring of holdings.

Customized Asset Protection Programs

The complexity of significant wealth demands solutions that are out of the mainstream. Rather than follow a standard formula, we use our in-depth knowledge of your complete financial situation to present a custom asset protection strategy.

Medical Concierge Services

You may split your time between several homes. We can help verify that your and your family members’ healthcare is aligned among doctors and caregivers wherever you are. In cases of chronic conditions, we can coordinate care in advance of travel as well.

Offshore Trust Planning

While trusts are a staple of asset protection, the management of extraordinary wealth may call for the establishment of offshore as well as onshore trusts. Waldron has the expertise to create offshore trust strategies to protect your wealth.


Ready to Simplify Your Wealth?

Simplify Your Wealth


We believe the most successful wealth strategies are achieved through the collaboration of a team of individuals. Learn how our integrated, coordinated approach can simplify your wealth.

Simplify Your Wealth

We believe the most successful wealth strategies are achieved through the collaboration of a team of individuals. Learn how our integrated, coordinated approach can simplify your wealth.

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