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Guest Speakers: Kate Norris, CAPI, CPRM, CPRIA and VP of Family Office Practice Leader at Chubbs Insured

Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute

Description: Marsh Private Client Services & Chubb Insured look forward to discussing the recent market trends in insurance. Learn about what executives need to watch out for and how the pandemic has affected the insurance industry.

Introduction to Our Guest Speakers


With over 20 years of industry experience, Kate focuses on ultra-high net worth
personal insurance — specifically, family office clients. She has an established track
record working with family offices and is responsible for collaborating with agents and
brokers to develop strategic opportunities that meet the unique needs of their family
office clients.

Kate specializes in:

  • Family Office
  • Personal Risk Management
  • Personal Liability Risk
  • Private Jets
  • Yachts
  • Collector Autos
  • Homes
  • International Homes
  • Wine
  • Jewelry
  • Collections
  • Professional Liability

Based in the Chubb Personal Risk Services office in Chicago, Kate brings in-depth knowledge of the financial services industry and family office environment. Using her experience working with families, Kate advises agents and brokers, family offices and centers of influence about the special risks faced by ultra-high net worth families and how Chubb Personal Risk Services can better serve their needs.

Kate most recently worked as the AVP, for Strategic Business Development – Family Office with ACE Private Risk Services. Prior to that, she was the national family office practice leader at Fireman’s Fund Personal Insurance and held leadership roles at Hub International Insurance Brokers, Insurance Design Center, LLC, Family Office Exchange, LLC (FOX), and Bernstein Investment Research and Management. Kate is a licensed Property and Casualty broker in Illinois and holds a Bachelor’s degree in liberal arts and sciences from the University of Kansas. Kate serves on the Advisory Board of the Council for Insuring Private Clients & High Net-worth Individuals and is a faculty member for the National Alliance –CPRM designation.

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