High Net Worth Clients

Personal Risk Management

When families look to insure significant assets, they often turn to us, because we understand the unique and complex needs of those that have more to protect.

Our team of insurance professionals work closely with you to design customized solutions for your family’s daily risks. Such accounts typically include multiple luxury residences and automobiles, collections, yachts, aircraft, personal excess liability, workers compensation, private directors and officers coverage, and out-of-state residential exposures. Further, we monitor and update programs as personal needs and insurance markets change.

Unlike many of our competitors, we offer the advantage of direct relationships with professional agents who specialize in the High Net Worth market. We do not outsource complex accounts to national call centers. Our clients value our breadth and depth of experience, coupled with our analysis and comparison of policy terms. Our High Net Worth claim stewardship model has enabled us to exceed our clients’ expectations at those times when they need us most.