Affluent Individuals & Families
As the broker of choice for many high-net worth clients, we actively identify strategies and products to improve the quality and effectiveness of our clients' personal insurance programs. In addition to asset protection our specialists offer advice on estate planning and wealth preservation strategies to ensure long-term financial security.
Our clients include:
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Athletes
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Entertainers
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Executives & Entrepreneurs
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Investment Professionals
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Multi-generational Families
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Private Collectors
How well are you protected?
Risks that are frequently overlooked:
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Insufficient liability
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Inconsistent protection/lack of coordination for homes in multiple geographies
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Failure to insure or update values of fine art, jewelry or other collections
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Workers compensation & employment practices liability for domestic employees
View more common oversights
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COMMON OVERSIGHTS
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Insufficient limits of personal liability coverage
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Deductibles are inappropriate for the individuals risk tolerance.
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Lack of coordination for multiple homes
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Properties held by trusts, LLC’s, and family limited partnerships not named on policies
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Uninsured or underinsured real estate in catastrophe prone regions where hurricanes, earthquakes, wildfires, and floods present great risk
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Failure to adequately insure fine art, jewelry or other collections
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Unintentionally assuming liability exposures from service on for-profit and/or non-for-profit boards
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Unintentionally assuming liability coverage for contractors, service providers, vendors, etc.
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Workers compensation and employment practices liability for domestic employees.
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