Principal, Risk Manager

Daniel is an industry veteran who manages risk for affluent and ultra-affluent families through collaborative, innovative, and sustainable planning strategies. Over his 25-year career, he has helped to preserve more than $1 billion of client net worth.

In leading The Alvarez Group, Daniel works primarily with single- and multi-family offices seeking professional guidance and services related to tax, legal, accounting, and risk management matters. He provides comprehensive risk management strategy design and implementation, utilizing close alliances with best-in-class organizations—including Arthur J. Gallagher & Co., M Financial, and specialized security/investigate firms—to access a depth of solutions and facilitate a global reach in managing risk for clients.

Daniel continues to demonstrate expertise in the following areas:

  • Strategic risk management and asset protection planning
  • Traditional insurance/risk management brokerage services
  • Non-traditional insurance consulting (including large portfolio/capacity management)
  • Crisis prevention and management
  • Comprehensive background checks and due diligence

With a commitment to collaboration and access to a variety of complementary experts, Daniel is a core member of the planning team. He works closely with each client’s advisors—attorneys, accountants, private bankers—to assess needs and objectives, and then creates a plan that incorporates the expertise of product manufacturers, reinsurers, and other professionals.

The result is an integrated plan, aligned with the client’s goals, with the flexibility to adapt to changes that emerge over time.

Daniel earned a BA in political science from Loyola University of Chicago. He is active in a variety of civic and charitable causes in the greater Chicago community and beyond, including wildlife habitat preservation. Daniel resides in Lake Forest with his wife and three children.

Daniel can be reached at 847-464-8801 or dalvarez@tagpcllc.com.