Gee Hashimoto Advisory
Separately engaged tax, financial and forensic services.
Visit geehashimoto.com →Fiduciary experience, connected with insurance.
James M. Gee brings the financial discipline of a CPA, the restructuring perspective of a CIRA, the investigative lens of a CFE and the practical capabilities of a licensed insurance producer to the same review.
Who we are
Fiduciary Bridge connects the fiduciary, insolvency and recovery experience of Gee Hashimoto Advisory with insurance capabilities through Gee Family Insurance and Fortify Advisors. The firms maintain separate identities, engagements and professional responsibilities. Insurance activity is handled through appropriately licensed producers and agencies for the assignment.
Participating firms. Clear responsibilities.
Gee Family Insurance
Insurance capabilities through Issential 10-50, LLC, doing business as Gee Family Insurance.
Fortify Advisors
Participating insurance market expertise and placement coordination, as appropriate for the assignment.
The firms maintain separate identities, engagements and professional responsibilities. Counsel addresses legal authority and disputed coverage. Regulatory and benefits specialists address the obligations within their disciplines.
Leadership
James M. Gee
- Licensed Insurance Producer
- CPA
- CIRA
- CFE
Over 30 years of experience serving insolvency and workout trustees, fiduciaries, and their professionals
James M. Gee, CPA, CIRA, CFE, is a licensed insurance producer with a multi-state practice and over 30 years of experience serving insolvency and workout trustees, fiduciaries, and their professionals.
He spent 23 years with the U.S. Department of Justice’s U.S. Trustee Program, including trustee oversight, fiduciary bonding and financial investigations. His current practice includes bankruptcy and receivership tax work, forensic accounting, restructuring financial reporting and support for fiduciaries and counsel.
Through Fiduciary Bridge, James connects that experience with insurance review and placement coordination for distressed property, operating businesses and fiduciary assignments.
Credentials at work
What that combination brings to your case.
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1
CPA: understand the cash consequences.
Bring premiums, deductibles, retentions, financing, collateral and potential refunds into the same financial picture. Evaluate the total cost of protection against the case budget.
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2
CIRA: connect coverage to the restructuring.
Test the insurance program against taking control, continuing operations, selling assets and closing the assignment. The expected holding period and exit strategy matter.
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3
CFE: ask how value can disappear.
Examine fraud exposures, control failures and the interaction of crime, cyber and fidelity coverage. Identify records and reporting questions that need prompt attention.
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4
Licensed producer: bring the review to the market.
Translate the assignment into underwriting information, compare available terms and coordinate placement through appropriately licensed agencies. Multi-state licensing supports assignments involving more than one jurisdiction.
Licensing
James is a multi-state licensed insurance producer (National Producer Number: 21712308). Insurance activity is handled through appropriately licensed producers and agencies, with licensing, appointments and market availability confirmed for the assignment’s jurisdictions and risks. Contact us for current licensing information.
Compensation and conflicts
The assignment sets the recommendation.
Our work starts with what the assignment needs today. A recommendation may be to keep a useful policy, amend it, seek alternatives or arrange an orderly termination when the exposure and continuing obligations permit. We evaluate the incumbent program and proposed replacements against the same facts.
Service commitments are agreed around the assignment and its milestones. Recommendations should not depend on preserving a renewal stream or replacing a policy simply to generate a new commission.
Compensation may include insurance commissions and separately agreed fees where permitted. We disclose the applicable arrangements and review relevant affiliations, prior work and conflicts involving our own participating firms as well as incumbent providers. A conflict may require independent advice, a different provider or court approval; disclosure alone does not resolve every conflict.