Shirley Gordon

Shirley leads the National Personal and Family Office Practice for Relation Companies, ensuring clients and select partners receive timely and valuable risk management advice and solutions.

A certified risk manager (CRM), Shirley joined Relation with 20 years insurance experience, her singular focus on the client experience aligns with Relation's mission: Advise Wisely, Service Extraordinarily, Protect Relentlessly.

Shirley partners with clients and their other trusted advisory team to:

• Understand and define an individual or family’s risks, exposures through in-depth discovery
• Perform comprehensive reviews of insurance contracts and programs
• Conduct insurance market analysis and compare strengths of programs, peer benchmarks
• Deliver expert consultation and advice tailored to unique personal & financial circumstances
• Place the right coverage– domestic/global- ensuring excellent service & claim experience
• Closely engage with family and their advisors to protect identity, security, and reputation
• Holistic risk and insurance services, personal, professional, and business

• G2 Insurance Services: Practice Leader, Personal & Family Office Risk Management (acquired by Relation)
• Lockton Companies: National Service & Family Office Leader
• Wells Fargo Private Risk Management: National Service Manager
• Marsh Private Client Services: National Business Development Manager

• Bachelor of Science in Business Management
• Certified Risk Manager (CRM)
• Faculty, National Alliance for Insurance Education and Research