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Wealth Management EDGE
June 8 - 10, 2027
The Boca Raton ResortBoca Raton, FL

Starkweather & Shepley

Profile

Founded in 1879, Starkweather & Shepley is the 57th largest insurance brokerage firm in the U.S., specializing in commercial and personal insurance as well as risk management services.Its Financial Institutions Practice Group supports over 1,500 institutions with commercial coverage, cybersecurity coverage, and strategic risk guidance. For institutions seeking added support for ultra-high-net-worth families, the Private Client Group partners with financial advisors to deliver a tailored, consultative approach to each family’s unique insurance needs.

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  • Engaging the Rising Gen: Practical Strategies for Empowering Future Family Leaders

    10:55am