Private Client Risk & Resilience Kurt Thoennessen, CAPI

Kurt Thoennessen, CAPI and David Shapiro of David Shapiro Fine Art discussed the intricacies of art valuations and investments, emphasizing the importance of accurate appraisals and navigating the complex art market. Thoennessen highlighted the role of technology in streamlining the appraisal process, while Shapiro shared his expertise as an art appraiser and advisor. Later, Thoennessen and Shapiro discussed building art collections, understanding the market, and navigating the complex art ma...

In this episode, Kurt Thoennessen, CAPI, Founder and CEO of RiskRevu, discusses with Richard Kerr, CEO of Novatae, various challenges and solutions within the high net worth insurance space. Topics range from overcoming the hard market, networking strategies, the significance of quality submissions to underwriters, and the importance of specialization in the insurance industry. Kerr also delves into the foundation and goals of the Council for Insuring Private Clients (CIPC) and shares insight...

In this enlightening episode of the "Private Client Risk & Resilience" podcast, host Kurt Thoennessen, CEO of RiskRevu, is joined by Joe Rossi, the CEO of Joe Flood Insurance Brokerage. They delve into the intricate world of flood insurance, highlighting the unique challenges and solutions facing owners of high value properties.Key Highlights:Joe Flood's Background: Discover Joe's journey from community activism to leading a flood-only insurance brokerage, advocating for more affordable i...

In the latest episode of "Private Client Risk & Resilience," Kurt Thoennessen, CAPI, a Personal Risk Advisor at Ericson Insurance Advisors and CEO of RiskRevu, sat down with Giles Greenfield, CEO of Markham Private Client, for an in-depth exploration of the private client insurance market across the UK and the US.Thoennessen kicked off the episode by introducing himself and expressing his enthusiasm about having Giles Greenfield as a guest, someone he met at the Private Risk Management As...

In this information-packed episode, host Kurt Thoennessen and certified wildfire mitigation specialist, Mike Thayer provides invaluable insights on wildfire risks and prevention strategies. As wildfires continue to rise in severity across the Western U.S., homeowners must get prepared.Key topics discussed:The role of wind events in driving large, fast-moving wildfires that rapidly spreadHow extended drought and historical fire suppression have built up fuel loads, contributing to more severe ...

In this episode of the Private Client Risk and Resilience podcast, your host Kurt Thoennessen welcomes Judy Pearson from Nomadx, a trusted name in the world of trustee liability insurance. Judy shares her expertise on trustee liability exposure and complex wealth transfer vehicles, shedding light on an increasingly crucial topic in the realm of asset protection and estate planning. As clients seek advice on safeguarding their wealth through trusts and LLCs, Judy delves into the nuances of the...