Institutional Benefits & Workforce Risk Review

Your firm manages serious capital. Your people platform should match.

Many lean, high-performing companies run real revenue and client responsibility on small-business benefits, fragmented payroll, and thin HR and compliance support. We help you review and upgrade the people platform behind your business.

Schedule a Free Workforce & Benefits Review → What We Review ↓
Access to NFP, an Aon company — Risk Capital & Human Capital resources.
The Gap

Your firm may have outgrown
small-business benefits.

A hedge fund, PE firm, RIA, family office, consulting firm, medical practice, or founder-led company may have 8–250 employees — but those employees are critical. Your analyst, controller, operations lead, and client-facing staff shouldn't be sitting on a thin, off-the-shelf platform.

The right benefits and workforce infrastructure compounds across the things that actually move a lean business:

Recruiting
Retention
Employee morale
Executive protection
Payroll accuracy
HR compliance
Workers' compensation
Employment-practices risk
Retirement planning
Owner & key-person risk
Professional team in a modern office reviewing documents together
What We Review

A full read of your
people, benefits & risk platform.

We assess whether your current setup fits the quality and stage of your business — then show you where it's underpowered, overpriced, fragmented, or quietly creating risk.

Employee Benefits
Medical, dental, vision, and ancillary lines benchmarked to your stage.
Executive Benefits
Enhanced coverage and protection for founders and key leaders.
Retirement Plans
401(k) and retirement advisory aligned to owner and team goals.
Life & Key-Person Insurance
Coverage that protects the business against the loss of critical people.
Commercial Insurance
Property, liability, and specialty coverage review.
Payroll Administration
Accuracy, integration, and the right level of automation.
HR Compliance
Handbooks, policies, and the obligations lean teams often miss.
Workers' Comp & EPLI
Workers' compensation and employment-practices liability exposure.
PEO / ASO & HR Tech
Whether a co-employment or administrative model fits — or doesn't.
Through NFP, an Aon company, clients can access resources across Risk Capital and Human Capital — commercial coverage, employee and executive benefits, life insurance, retirement advisory, talent solutions, and wealth management.
Two executives in a focused boardroom conversation
Who It's For

Built for lean,
successful companies.

If your headcount is modest but your people are essential — and the cost of a payroll error, a compliance gap, or losing a key person is real — this review is for you.

Hedge Funds Private Equity RIAs & Wealth Managers Family Offices Founder-Led Companies Professional Services Healthcare & Dental Construction & Trades Logistics & Transportation Hospitality Technology Nonprofits & Schools

The point isn't to force a product. Some firms need better benefits; some need payroll and HR administration; some need workers' comp, executive coverage, or a PEO. The point is to determine whether your platform matches the business you're building.

Our Process

From review
to execution.

Step 01
Discovery Call

We learn about your company, team size, current vendors, benefits, pain points, and goals.

Step 02
Current-State Review

We review your existing benefits, payroll, HR, insurance, retirement, and workforce setup.

Step 03
Gap & Opportunity Assessment

We identify where your platform is underpowered, overpriced, fragmented, or creating unnecessary risk.

Step 04
Market & Solution Review

Where appropriate, we connect you with NFP resources to evaluate options across benefits, insurance, PEO/ASO, retirement, HR, payroll, and risk.

Step 05
Recommendations

A clear, prioritized view of what to keep, what to upgrade, and what to fix first.

Step 06
Implementation Support

If a better option is identified, we help you move from review to execution with less friction.

Your Advisors

Relationship-driven
advisors.

Andrew Glaze, CFA
Founder & CEO, Equitable Capital Advisors

Public-company board director, former institutional investor, West Point graduate, Columbia Business School MBA, and Iraq War veteran. Brings founder-level business judgment and a capital-markets perspective to workforce and risk decisions.

Sharla St. Rose, DBA
Insurance, Risk & PEO Advisor

Insurance, risk management, private equity, and PEO advisor with deep experience helping businesses evaluate workforce and risk solutions — translating complex benefits and compliance decisions into clear choices.

Together: founder-level business judgment, capital-markets perspective, and insurance and risk advisory experience — applied to your people decisions.

Free Review

Schedule a free
Workforce & Benefits Review.

You may not need a large internal HR department. But you do need a benefits, risk, and workforce platform that reflects the value of your people and the quality of your business.

  • No cost and no obligation — a working conversation, not a pitch.
  • A clear read on where your current setup stands.
  • Access to NFP / Aon resources where it makes sense.

Schedule Your Review

Tell us a little about your company and we'll follow up to find a time.