ABOUT BCU
More Than Three Decades Standing Beside Successful Families.
BCU Risk Advisors was built for the clients and the advisors who needed something more than a transaction. We are still that firm.
We Carry the Work and the Worry.
Our clients are successful individuals, families, and the wealth professionals who guide them. They trust BCU with the risk that comes with a complex life. They also trust us with the worry that goes along with it.
Three decades of advising private clients has taught us that the best outcomes come from consistency. The same advisor year over year. The same standard of care at renewal as at the first meeting. The same willingness to pick up the phone when something goes wrong.
BCU is an independent firm. We are not publicly traded, owned by a carrier, a bank, or a private equity rollup. That independence lets us recommend what is right for the client rather than what is right for a parent company.
What Clients and Advisors Can Count On.
Independence
BCU is not owned by a carrier or a holding company. Every recommendation is built around the client's interests, not a quota.
Advocacy
When a claim happens, our job is to represent the client to the carrier, not the other way around. We do not stop until the matter is resolved.
Discretion
The families and advisors we work with expect their affairs to stay private. BCU handles personal information the way a fiduciary handles financial information.
A National Practice With Regional Advisors.
Insurance is national, but it's never generic. Carriers, rebuild costs, and exposures change by region, and so do the rules. That's why BCU is built as a national practice with regional specialists. Each advisor focuses on a specific part of the country, from the Northeast and Southeast to the Midwest, the Mountain West, and the West Coast.
Wherever a client calls home, the experience is the same.
Direct Relationships With the Carriers That Serve Established Families.
BCU places coverage through the carriers most trusted by the private client market including: Pure, Chubb, Cincinnati, Nationwide Private Client, BerkleyOne, and Burns & Wilcox. Direct carrier relationships give BCU the access and the leverage to negotiate on behalf of our clients.
Recognized by the Firms Our Clients Already Trust.
BCU maintains memberships and carrier relationships that are extended only to firms with a demonstrated track record in private client advisory work.
Affiliations
PRMA
Private Risk Management Association, the industry body for personal risk specialists serving successful families.
UHNW Institute
Partner, the leading organization for professionals who serve ultra high net worth families.
Chubb Cornerstone Agent
A designation held by a small number of firms recognized for depth of expertise in private client work.
Led by Senior Advisors With Decades in the Room.
BCU is led by a small group of executives with direct experience advising private clients, family offices, and wealth management firms. Meet the leadership.
Let's Talk.
The first meeting with BCU is a conversation, not a sales call. Tell us about your situation. We will tell you honestly whether we are the right fit.
