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Private Client Insurance

Yacht-jetOftentimes success and achievement can be followed by the potential for greater risks to your family and lifestyle. Which is why our experienced insurance Agents assist Private Clients with extensive assets and complex protection requirements in assessing their needs and designing customized plans.

What is a Private Client:

A private client usually meets one of the following criteria:

  • Home replacement value of $750,000+
  • Condo replacement value of $300,000+
  • Premium of $20,000+
  • Mono-line $5 million umbrella
  • Mono-line $100,000+ jewelry and/or $500,000+ fine art
  • Other preferred referrals

Our Private Client program, specifically for high net worth individuals and families, offers you the personalized, first-class services and discretion that you expect. In collaboration with our carrier partners, some services we offer include:

  • 24-hour, 365 days-per-year claims service.
  • Free preliminary background checks for personal staff who have access to your home, family, or confidential documents.
  • Risk management solutions that include property valuations and detailed documentation of property inspection.
  • Family safety and security consultation to identify exposures that could put your home or family at risk.


When it comes to your coverage options, we work with top insurers ACE/Chubb, AIG, Firemans Fund, Nationwide Private Client, and Pure to offer coverages tailored to highly successful individuals. Some coverage options include:

  • Aircraft
  • Boat/Jet Ski/Yacht
  • Condo Insurance
  • Farm & Ranch
  • Investment Property
  • Homeowners Insurance
  • Kidnap & Ransom
  • Personal Automobile
  • Recreational Vehicles
  • Umbrella
  • Valuable Items
  • Travel
  • Health & Life
  • Business Insurance

Financial Planners

If you are a financial planner, CPA, personal attorney, or other wealth management professional, contact us today to design a customized plan for your clients.