What Sets Us Apart

At The Alvarez Group (TAG), we take our client relationships seriously. Our dedication to maintaining meaningful connections over the past 21 years has resulted in exceptional preservation of clients’ wealth and protection of their carefully cultivated assets.

Our long time, best of class partnerships enable us to manage almost any private client risk around the globe. Our extensive experience includes specialized ability to handle complex, multigenerational and corporate situations including but certainly not limited to: business and estate planning, excess liability risk, and risk management consults.

Meet the Team

Daniel Alvarez II
 Principal, Risk Manager

Joe Brita
Underwriting

Kim Boston
Case Design

Kim Hackmann
Analyst