The BCU Approach

Our process is comprehensive and personalized

How the Process Works:

Understanding Your Needs and Goals

• A personal risk audit is conducted to evaluate your goals, your current exposures, and your current risk management and insurance plan. In reviewing your existing risk management strategy and insurance coverages, we look to identify coverage gaps or redundancies, the usual result of multiple insurance policies placed with several different insurance companies and/or insurance agents.
  
  
• Our risk management experts pay close attention to issues related to multi-generational family accounts, estate plan and asset ownership structure, and the need for other special coverages. We will also determine if scheduled coverage is necessary and advise as to the appropriate amount of insurance you should purchase.
  
  
• During this process, your privacy is respected. All personal information obtained in the course of our review, including all findings and recommendations made by BCU, are completely confidential and remain your property.

Network of Experts

BCU exclusively employs risk managers who have demonstrated a creative approach and tenured success working with high net worth, ultra-high net worth and Family Office clients. BCU also affiliates with leading industry experts and top specialized service firms in support of addressing our client’s unique risk needs. These services include:

• Asset Appraisal & Inventory
  
  
• Personal Security and Identity Theft Protection
  
  
• Private Aviation
  
  
• Yachting
  
  
• Claims Resolution

Our Culture

• BCU, as a company and as individual employees, always place our client’s interests first.
  
  
• We will consistently provide our clients with ongoing, distinctive advice and counsel.
  
  
• We believe in continuity of contact - our commitment to our employees and our clients is absolute and long term.
  
  
• As expert advisors our knowledge is current and topical.
  
  
• We do the right thing because it is the only thing.