Background
Timothy O'Brien contributes articles on personal
risk management for IRMI.com.
With underwriting and risk management experiences gained working with three
national insurers and two of the world's largest international insurance
brokers, Mr. O'Brien currently supports the efforts of the independent
agencies that comprise the Assurex Global Partnership.
Mr. O’Brien has long been an advocate for the integration of personal
property and liability insurance planning into the broader wealth management
and financial planning process. He has coauthored articles with both accounting
and legal practitioners that have been published in the Practical Tax
Lawyer, the CPA Journal, and the NYSBA Trusts and Estates
Newsletter, while also contributing articles to Institutional
Investor's Private Asset Manager and other publications.
In 2008, Mr. O'Brien launched Private Risk Advisor, a
blog that provides the trusted adviser community with insights on managing the
personal property and liability risks of financially successful individuals and
families. Since 2014, he authors a monthly newsletter to the Independent
Agencies that participate in the Assurex Global Private Client Practice Group.
In recognition of the commitment shown to his clients, Mr. O'Brien was
awarded the JoAnn Heltibridle Award for Professional Excellence at the AIG
Private Client Group's Risk Management Conference in 2007.