BOAKS Advisors provides fee-only analysis of personal property and casualty for highly successful families, single and multi family offices. We work with your current advisors to provide comprehensive risk management of your property and casualty exposures. The best protected client is an educated client. We provide solutions so you can make the best financial decisions regarding property and casualty exposures. WE ARE COMPLETELY INDEPENDENT WE DO NOT SELL INSURANCE WE DO NOT ACCEPT COMMISSIONS FROM ANYONE Personal Risk Management for highly successful families, SFO, MFO for their property and casualty. • Analyze exposures through research and interview with the client and/or their advisors or managers • Identify and assess risk, provide guidance, and develop mitigation strategies to minimize personal exposures • Offer superior custom solutions, balancing risk and premiums that your broker can implement or a referral to a qualified broker • Solutions would include recommendations to remove, mitigate and transfer risk, while recommending insurance as needed BOAKS Advisors Analyze - Advise – Protect 973-570-6381 www.BOAKS.com