Managing wealth without managing risk is half a job.
Greenridge Insurance advises on commercial and family-office coverage for the same clients Greenridge Wealth serves, working from a balance sheet we already understand.
Built around the relationships we already hold.
Our wealth relationships
For Greenridge Wealth clients and their families, coverage is part of the plan, not a separate sales call. We review what you carry, find the gaps, and coordinate with your advisers on the risk that protects the balance sheet you are building.
Tech, legal & CFO partners
For the operating companies we work with across the group, technology firms, counsel, and finance leaders, we offer commercial insurance consults and brokerage when it is a natural fit: management liability, E&O, cyber, and the lines a growing company actually needs.
Advisory first. Brokerage when it fits.
Commercial insurance consults
Management liability and D&O, professional liability and E&O, cyber, property and general liability, reviewed against where your company actually carries risk.
Family-office & private risk
High-value home, auto, and collections, excess liability and umbrella, and life used as a planning tool, coordinated with your wealth and tax picture.
Coverage review & gap analysis
An independent read on what you already hold, what overlaps, and where you are exposed, in plain language, before anything is placed.
Brokerage & placement
When coverage is the right answer, we place it through carrier appointments, manage renewals, and stay on call when a claim happens.
The white-glove standard, applied to risk.
We consult before we quote
The first conversation is about your risk, not a product. If you do not need coverage, we will tell you.
Aligned with your interests
We are transparent about how brokerage works and recommend only what genuinely fits, the same standard of care as the rest of Greenridge.
One coordinated team
We work alongside your wealth, tax, and legal advisers so coverage fits the whole picture, not just one policy.
The other half of the balance sheet.
Most people assemble their financial life from strangers: an adviser who has never seen the policy, a broker who has never seen the portfolio, a lawyer who has seen neither. We put them under one roof deliberately. When Greenridge Wealth reviews a client's balance sheet, the exposures on it get reviewed at the same time, by people who already know the business, the entity structure, and the transaction history, including the coverage nobody else places alongside wealth management: representations and warranties, D&O for newly formed entities, and coverage review as part of an acquisition or a sale.
How we are paid
Greenridge Insurance is affiliated with Greenridge Wealth LLC, an investment adviser (registration pending). Advisory clients are under no obligation to use this agency. Insurance services are offered only where Greenridge Insurance is properly licensed.
Important disclosures
Greenridge Insurance LLC offers insurance advisory and brokerage services and is subject to the licenses, resident-agency requirements, and carrier appointments required in the applicable jurisdictions. Certain licenses and appointments are in process; services are offered only where Greenridge Insurance is properly licensed. Nothing on this site is an offer to sell or a solicitation to buy any insurance product, nor does it constitute insurance, legal, or tax advice; coverage is subject to the terms, conditions, and exclusions of the issued policy. Guarantees are subject to the claims-paying ability of the issuing carrier.
Let's review what you are actually carrying.
Bring us your current policies. We will read them and tell you what is over-covered, under-covered, and mispriced. No obligation to move anything.
Or email inquiries@greenridgegroup.org directly.