Director, National Personal and Family Office Practice
Relation Companies

Shirley leads the National Personal and Family Office Practice for Relation Companies, ensuring clients and select partners receive timely and valuable risk management advice and solutions.

A certified risk manager (CRM), Shirley joined Relation with 20 years insurance experience, her singular focus on the client experience aligns with Relation’s mission: Advise Wisely, Service Extraordinarily, Protect Relentlessly.

 

Shirley partners with clients and their other trusted advisory team to:

  • Understand and define an individual or family’s risks, exposures through in-depth discovery
  • Perform comprehensive reviews of insurance contracts and programs
  • Conduct insurance market analysis and compare strengths of programs, peer benchmarks
  • Deliver expert consultation and advice tailored to unique personal & financial circumstances
  • Place the right coverage– domestic/global- ensuring excellent service & claim experience
  • Closely engage with family and their advisors to protect identity, security, and reputation
  • Holistic risk and insurance services, personal, professional, and business

Previous Experience

  • G2 Insurance Services: Practice Leader, Personal & Family Office Risk Management (acquired by Relation)
  • Lockton Companies: National Service & Family Office Leader
  • Wells Fargo Private Risk Management: National Service Manager
  • Marsh Private Client Services: National Business Development Manager

Education and Professional Affiliations

  • Bachelor of Science in Business Management
  • Certified Risk Manager (CRM)
  • Faculty, National Alliance for Insurance Education and Research