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Settlement Solutions

We’ll help your clients make the most of their settlement.

B. Riley Wealth Management provides fully integrated settlement solutions to members of both bench and bar with a concentration in the area of catastrophic physical injury. Our process is focused on providing turnkey expert services in producing the most suitable financial result to each individual or mass tort claim. Our concierge service includes assistance with mediation, consultation, conference or court, all with unmatched civility and integrity.

Our fully integrated, full-service settlement solutions include:

Structured Settlements

Individually tailored structured settlement periodic payment schedules can be crafted as either fixed and determinable with highly rated provider companies like MetLife, Berkshire Hathaway, and others or index-linked with the institutional desk at Pacific Life.

  • Structured Settlements / Qualified Assignment
  • Stand-Alone Structured Attorney Fees / Tax Deferral
  • Periodic Payment Judgments
  • Non-Qualified Transfers / Periodic Payment Agreements
  • Regular Income to Special Needs Trusts as Payee

Trust and Fiduciary Services

We provide comprehensive planning and advisory services, coordinating everything from draft documents to fiduciary services, life care management, collateral source benefits assistance, asset management, and the family office function.

Wealth Management

Our clients benefit from an expansive suite of investment products and services, tools and technology, customized services, and in-house expertise of B. Riley Wealth Management.

About Albert Alexander, Certified Structured Settlement Consultant®

Albert Alexander is a Voting Member of the National Structured Settlements Trade Association based in Washington, D.C. and a 30-year veteran of general securities and trust arenas with a specialization in tort claims financing solutions and fiduciary services. He holds insurance licensure and general securities registrations in 50 states, D.C. and the U.S. Virgin Islands. He earned the CSSC® designation from the University of Notre Dame Mendoza College of Business in cooperation with NSSTA and is listed with the USDOJ under 28 C.F.R 50.24. Mr. Alexander has participated in settlement transactions and funding obligations exceeding $1 billion. A Senior Managing Director at B. Riley Wealth Management, Mr. Alexander brings specialized expertise, a wealth of financial management resources, and years of experience in producing the most suitable settlement funding outcome.