The Alvarez Group is dedicated to supporting advisors in assessing and managing their clients’ risk. Our exceptional partnerships enable us to manage private client risk around the globe, offering proprietary solutions with large firm resources and accountability. We believe that each family office is unique and deserves a specialized approach to risk management. Services related to risk management include:

  • Annual risk management audits

  • 24-hour, on call concierge risk management service

  • Physical home security evaluation

  • Education on cyber security best practices

  • Coordination of security for domestic special events or travel

  • Background checks on home contractors, domestic staff, and anyone else entering the home for contractual purposes

  • Discrete soft background checks for social and/or family situations

  • Emergency evacuation plans and family emergency communications plans (Using FEMA guidelines)

  • Evaluation of political risk management

  • Global travel risk management support and protective services

  • Oversight of international security, hotel and transportation services

  • Kidnap and ransom insurance policy and liaison with kidnap and ransom services

  • Screening and negotiating with outside professional risk management firms for specialty projects

We are devoted to assisting advisors and their clients offset risk with the utmost discretion and care. For more information, contact Daniel Alvarez, Principal and Risk Manager at The Alvarez Group at 847-464-8801.

Select items above may include adding outside firms screened and coordinated by Dan Alvarez