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Private Client Membership

You've built a legacy, now let's protect it.

Redefining what it means
to be a boutique agency.

Our process revolves around getting to know our high net worth clients, understanding their risk tolerances, lifestyles and the unique financial exposures that come with them. As we navigate through our risk management process, we identify critical areas of financial vulnerability and develop mutually agreed upon strategies to reduce risk and protect assets for future success. 

98%

60+

A+

+

50

Client retention rates are over 98% over the past ten years.

Over sixty years of combined insurance experience serving high net worth individuals.

Delivering best-in-class claims advocacy, wealth management & insurance consultation. 

Licensing capacity in all fifty states paired with Intl. capabilities.

ABOUT

Coverage Benefits

Here are a few examples of the coverage benefits our clients receive via our specialty programs.
Homeowners
Guaranteed Replacement Cost (GRC)
Modern Porch
Collectibles
Worldwide Coverage
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Automobile
Agreed Value Endorsement
Key Benefits

Product Suite

If you cannot find what you're looking for, please feel free to reach out to learn more about the breadth of our product offering.
Homeowners / Real Estate

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Aviation

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Travel

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Domestic Employees

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Estate Planning

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Directors & Officers

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Automobile & Collections

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Wealth
Management

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Family Protection

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Employment Practices

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Marine

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Jewelry, Art & Collectibles 

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Life & Disability

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Umbrella / Excess Liability

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Cybercrime & Identity Theft

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Business Insurance

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Health Insurance

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Product Suite

Service Suite

We are proud to offer a variety of services and resources designed to reduce and eliminate financial risk for our valued Private Client Members.

Claims Advocacy

The unfortunate truth is that most carriers' claims adjusters have case loads of between 150-250 claims on their desk at any given time.  It is only natural that some items will “slip through the cracks” causing delays in payouts, coverage determination mistakes and unnecessary reserves on insureds' claims history. Our Private Client Members receive a dedicated claims advocate to assist with monitoring, negotiating, and adjusting their claims in an effort to reduce headaches, opportunity costs and premium increases. 

Stewardship Reports & Client Reviews

We provide our Private Client Members with an overview of their risk management programs, coverage summaries, claims reports and emerging risks on a periodic basis to identify successes and opportunities for improvement. As our clients needs change and develop over time, so do our insurance and risk management solutions.

Dedicated Team

Our Private Client Members are assigned a dedicated Team of well trained, knowledgeable and passionate professionals to ensure optimal results are achieved. We promise to consistently deliver meaningful and measurable results by providing custom-tailored insurance and risk management solutions to our high net worth clients. Our proven process and powerful resources ensure best-in-class coverage, service and pricing. 

Service Suite

Carrier Partnerships

If you cannot find what you're looking for, please feel free to reach out to learn more about the breadth of our carrier partnerships.
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Carriers
CONTACT

Contact

Schedule your no-charge consultation. We guarantee a hassle-free experience without the hard sell tactics.

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