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

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