Oftentimes success and achievement can be followed by the potential for greater risks to your family and lifestyle. Which is why our most experienced insurance professionals assist Private Clients with extensive assets and complex protection requirements in assessing their needs and designing customized, comprehensive 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 from a trusted advisor. 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 comprehensive 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.
If you are a financial planner, CPA, personal attorney, or other wealth management professional, contact us today to design a customized, comprehensive plan for your clients, and give them the peace of mind they deserve.