Kate Norris
Serving Families for Over 25 Years
Even when assessing all that could go wrong in a given situation, Kate Norris always maintains a sunny disposition. From analyzing cyber security threats to potential floods, she is happiest when finding those ‘I never thought it could happen to me’ scenarios and putting a plan in place to mitigate their consequences. The Principal at Atténuer Risk provides her clients with certainty that their most cherished possessions will be protected. Having served hundreds of family offices for over 25 years, on the broker, carrier, and consultant sides she is attuned to the unique challenges they face—and how to give them the peace of mind they deserve.
The self-proclaimed “insurance geek” by trade and training genuinely enjoys reading about her industry in her off-hours. She gained her first exposure to high-end clientele while working for global wealth management firm Bernstein. This demographic would become the through-line in her career. However, it was in her next role at Family Office Exchange that she truly found her forte (and earned her unofficial MBA in all things family office.) Norris fell in love with the intimate process of learning the ins-and-outs of her clients’ lives, and how their risk profiles had changed over time along with their financial situations. Too often she met clients who had not thought through the challenges and additional risks that came along with exceptional wealth. During this time, she developed her tried-and-true process to learn who her clients were and what they cherished most. By gathering the full picture of what matters to them, from their grandchildren to their lake house, she knows what to prioritize in terms of protection. “My favorite thing about my job has always been learning what makes my clients tick,” she muses. Norris loves personal insurance because it is about home and protecting family.
Expertise & Specializations
Education
Even when assessing all that could go wrong in a given situation, Kate Norris always maintains a sunny disposition. From analyzing cyber security threats to potential floods, she is happiest when finding those ‘I never thought it could happen to me’ scenarios and putting a plan in place to mitigate their consequences. The Principal at Atténuer Risk provides her clients with certainty that their most cherished possessions will be protected. Having served hundreds of family offices for over 25 years, on the broker, carrier, and consultant sides she is attuned to the unique challenges they face—and how to give them the peace of mind they deserve.