An appraisal document is a helpful first step in proving clear title should your heirs someday wish to sell their inherited works.
1339 Chesapeake Street, Charlottesville, VA 22902
As part of a top-25 national insurance brokerage, Risk Strategies Company private client group has the major-carrier and speciality-insurer access required to meet even the most specialized need. From crafting coverage for homes, yachts, ranches and vineyards to fashioning protection against lawsuits, identity theft and reputation damage, Risk Strategies’ highly experienced, senior-level practitioners put privacy first while simplifying risk and liability management.
A Private Risk Management Association member with a degree in international relations and economics, Derith (Derry) Wisnom is an active San Francisco Peninsula community resident and mother. She currently serves on the bay.org board and the Hillsborough Garden Club’s executive board. Richard Valenzuela is a competitive triathlete and cyclist with more than 20 years’ experience in insurance. He has extensive experience with Fortune 400 clients, including several of the list’s highest- ranked individuals. He formerly was managing director of Frank Crystal & Company’s national private client services unit.
Disclaimer: Worth magazine is a financial publisher and does not recommend or endorse investment, legal, insurance or tax advisors. The listing of any firm in the 2018 Worth® Leading AdvisorsTM Program does not constitute a recommendation or endorsement by Worth magazine of any such firm and is not based upon Worth magazine’s experience with, or prior dealings with, any advisor. The information presented for each advisor, including but not limited to any related profile, statistical data, presentation, report, commentary, recommendation or strategy, has been provided by such advisor without review or independent verification by Worth magazine. Any such information is the sole responsibility of the advisor. Worth magazine makes no representation or warranty as to the accuracy or completeness of such information, assumes no liability for any inaccuracies or omissions therein and disclaims responsibility for the suitability of any particular investment recommendation or strategy for any person. Nothing contained in Worth magazine constitutes or should be construed as any form of investment, legal, insurance or tax advice or as a recommendation to buy, sell, hold or trade any securities, financial instruments or assets. Readers are advised to consult their legal, financial, insurance and tax advisors prior to making any investment or pursuing any investment strategy. Past, model or hypothetical performance is not indicative of future results.