Private Client Group
Private Client Group Insurance
Protect Your Assets
Loss to personal assets can be devastating without a partner who understands your unique needs and vulnerabilities. With our risk management expertise, tailored product customization, leadership abilities, and dedicated team, we offer a protection partnership to safeguard what matters most to you.
High Net Worth Individuals Require Experts
Our job is to provide comfort by identifying your pain points and addressing them. We work tirelessly to understand what’s important to you and provide a well-organized protection plan to address your concerns. With experts at our fingertips, our ability to protect goes beyond just providing coverage. Let us do the worrying so you don’t have to.
Proper Lifestyle Assessment
We begin our journey together with an in-depth meeting to identify areas of exposure – you’re unique and your coverage should reflect this.
Customization & Placement
With information on what’s important to you, we tailor your protection plan to address your unique needs. Market placement is critical, and we ensure placement is with a hassle-free insurer whom specializes in clients like yourself.
Management & Organization
Our dedication to portfolio management continues beyond placing your coverage. Through ongoing touchpoints, we ensure your protection evolves with your changing life.
Key Coverages, Key Services, High Value Properties & Valuable Articles
Your home is your sanctuary and a valuable asset. Ensure proper coverage for unlimited living expenses, full replacement cost, and control during claims. Passionate collectors should verify coverage for jewelry, art, wine, and unique collections, as standard policies offer limited protection.
Automobile & Recreational Vehicles
With a rise in vehicle theft and accidents partnering with a broker who can expedite your claim and place proper value on your various types of vehicles is critical.
Watercraft & Aircraft
From sailboats to yachts we understand how to comprehensively protect your assets. We offer coverages such as replacement, repairs, emergency towing, personal property, liability and so much more.
Liability & Personal Cyber
Liability insurance, your ‘net worth protector,’ shields against financial devastation. Adequate coverage and an experienced claims team alleviate anxiety from lawsuits. In our litigious society, high liability limits are crucial for protection.
International Exposures
International Exposure Coverage is vital for individuals and businesses navigating foreign markets, mitigating risks and ensuring financial security. Whether for travelers, multinational corporations, or international projects, it offers crucial protection against global challenges.
Sophisticated Simplicity
We recognize that your personal story is uniquely yours. How you manage its complexities to achieve your financial goals, protect your wealth and your personal assets is something we care about as much as you do. Within our Private Client Group, we offer strategic insurance and risk solutions, customized service support and leading-edge products to protect your family’s most personal assets.