Comprehensive solutions for highly successful families and individuals
Confidentiality, trust and expertise are the cornerstones of our Private Client relationships. With a deep understanding of the challenges that highly successful families and individuals face every day, our team of experienced professionals provides the highest level of service and stewardship, recognizing that substantial personal assets and wealth require a higher level of expertise and care.
We work directly with you, your financial advisor, family office or attorney to fully understand your risk and develop a comprehensive risk program that provides the protection you need. Through our innovative solutions, we can effectively address a wide array of potential liabilities. By employing our expertise in both local and global contexts, we can develop customized risk management programs that are tailored to protect your assets, lifestyle, reputation and future. Our Private Client consultative process includes the following steps:
- Uncovering risk exposures
- Reviewing the adequacy of coverage limits
- Offering the best solution with competitive pricing
- Providing recommendations, including appropriate levels of risk retention (deductibles)
- Delivering unparalleled service and client responsiveness after coverage purchase
Private Client coverages for every part of your life
We look at your entire risk portfolio and work with you to minimize or transfer risk and provide peace of mind should a loss occur. Insurance coverages include:
- Home
- Co-ops and Condos
- Auto
- Valuable articles (jewelry/watches, fine art and other cherished collectibles)
- Watercraft
- Excess Liability
- Employment Practices Liability (EPL)
- Cyber
Insurance and risk management solutions as unique as your business
You've worked hard to establish a successful business. Why jeopardize its future with inadequate insurance? We conduct a thorough analysis of your business insurance needs to fully understand your potential risks, including unanticipated exposures. We'll explain your risks and work with you to present insurance solutions and risk management strategies to help prevent losses in the future.
Our broad industry knowledge allows us to create customized plans for a wide variety of businesses, including:
- Manufacturers
- Wholesalers
- Professional services
- Real estate developers
- Contractors
- Retailers
- Importers and exporters
Cultivating trust. Going above and beyond expectations.
We work for you first and foremost, striving to exceed your expectations every day through tailored plans, competitive pricing, and superior service and claims advocacy. We believe our responsibility is more than providing products — we're advisors who remain dedicated to providing you with sound advice and unparalleled service so you can be confident about your future.
