Home Private Client Services Who We Serve Affluent Individuals & Families

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:

  • Athletes
  • Entertainers
  • Executives & Entrepreneurs
  • Investment Professionals
  • Multi-generational Families
  • Private Collectors

How well are you protected?

Risks that are frequently overlooked:

  • Insufficient liability
  • Inconsistent protection/lack of coordination for homes in multiple geographies
  • Failure to insure or update values of fine art, jewelry or other collections
  • Workers compensation & employment practices liability for domestic employees

View more common oversights

 

Click here to be contacted by one of our Private Client specialists.