Successful individuals and their families have complex financial planning, asset management and legacy concerns. Families with substantial assets require a Personal Risk Management approach for protecting their homes, automobiles, fine art, jewelry, and collectibles. Property and casualty insurance is a critical wealth preservation and risk management tool, which can fully protect these individuals from any future liability and/or losses.
We provide risk management and insurance solutions to affluent individuals and families. Our program considers your assets as well as your lifestyle, in order to identify, evaluate and determine the best method to protect your assets from the variety of risks that can lead to financial loss.
Coverage is available for:
- Travel Insurance
- Excess Liability
- Private Collections
- Kidnap and Ransom
- Charitable Board Liability
- Workers’ Compensation for Domestic Staff
- Complimentary Home Appraisals
- Risk Management Services
- Travel Services
- Concierge Level Claim Services
- Life Insurance Portfolio Analysis