COMPREHENSIVE INSURANCE SERVICES FOR SUCCESSFUL INDIVIDUALS & FAMILIES

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We provide comprehensive insurance products and services to help meet the unique risk-management needs of affluent individuals and families. Our focus is on risk management and generational asset protection. Protecting your financial interests is fundamental to every aspect of wealth management and estate planning. We take the time to learn what’s important to you and closely collaborate with your advisory team to design efficient strategies to reduce risk through sophisticated personal insurance arrangements that align with your risk profile. As risks progress and evolve, we’ll be there to provide continued guidance along the way.

With regard to your personal insurance, we provide comprehensive products and services to help meet the unique needs of each individual and family. Working with clients, we analyze coverage gaps, identify potential loss exposures, and recommend proper limits of liability to protect both property and financial assets.

PRODUCTS

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Having the right insurance coverage helps to protect you, your family, and your assets, while providing financial peace of mind. We offer an array of coverage options:

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• Personal Auto (Exotic, Classic, Antique)

• Aviation

• Collection (Fine Arts, Jewelry, Wine, etc.)

• Condominium & Cooperative

• Earthquake

• Employment Practices Liability

• Flood (Primary & Excess)

• Homeowners

• International Coverage Placement

• Hurricane / Windstorm

• Identity Theft / Cyber

• Kidnap / Ransom

• Personal & Excess Liability

• Personal Director’s and Officer’s Liability

• Personal Watercraft / Yachts

• Ranch / Farm / Vineyard

• Rental Properties / Vacation Rentals

• Workers’ Compensation

DOWNLOADABLE RESOURCES

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Services Overview

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How to Create a Home Inventory

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Personal Umbrella Policy

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Umbrella Policy Breakdown

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When to Contact Us

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Personal Lines Coverage