Family offices and principal investors generally want fewer intermediaries, clearer economics, and one accountable point of contact who reads the deal documents alongside the policy. WolfTRI is built for that.
Transactions where confidentiality and direct decision-making matter.
WolfTRI places coverage through appropriately licensed U.S. wholesale and, where applicable, surplus-lines intermediaries. The principal walks out with coverage from an established RWI insurer, negotiated against the deal documents.
WolfTRI is paid through the insurer-paid commission already embedded in the premium. The standard RWI placement model does not include an additional WolfTRI retail broker fee. Premium, underwriting fees, surplus-lines taxes, and material compensation are disclosed before binding.
The same person who reads the purchase agreement at the indication stage coordinates the underwriting call, the policy negotiation, and the post-binding and claim-related questions that follow.
WolfTRI complements rather than replaces a family office’s incumbent commercial insurance broker. Existing advisors keep the go-forward property, casualty, cyber, environmental, benefits, and other renewable workstreams. WolfTRI focuses on the transaction-specific RWI policy and related contingent or tax coverages.
Counsel remains counsel. WolfTRI provides insurance brokerage services only and does not provide legal, tax, accounting, or investment advice.
Send NDA-level parameters and the Principal Broker follows up with preliminary, non-binding indications.
Send NDA-level parameters and we will follow up with preliminary indications.