Private Client Services

Because you require more than standard coverage

Your needs as a high net worth individual or family are vastly different from other homeowners. You have concerns and risks the average person does not have. Our philosophy is personal– we are about building relationships and understanding your needs, habits, and expectations. When working with our personal Private Client Services professionals you will receive one-on-one attention with the goal to deliver you custom solutions for your unique risks, assets, and lifestyle. Our tailored insurance plans are designed to help provide you peace of mind and allow you to enjoy your success in life. Each conversation is confidential and discreet, so you can rest assured your personal information is safe and sound with our team of insurance professionals.

High net worth insurance covers the many parts of your life and protects you from real risks.

  • Primary, secondary, and vacation homes or condos
  • Valuable artwork, wine collections, and collectibles
  • High-end personal belongings
  • High-end automobiles and automobile collections
  • Yachts, recreational vehicles, and private jets
  • Farm, ranch, and equine
  • Home office coverage
  • Identity theft and cyber insurance
  • Domestic employee workers compensation coverage
  • Kidnap and ransom
  • Excess umbrella coverage
  • Global insurance coverage

We have partnered with top Global insurance companies in the private client insurance sector. Each insurance company offers something a little different thus allowing us flexibility and options in the design of a coverage plan that best fits you. Our private client team brings together the client and insurance company based our discussions together. This collaboration allows everyone to be on the same page with coverage protection, underwriting, and pricing. The result is the protection of your assets and handling of any claim will be much easier.

There are many more questions to be asked and discussions to have with a private client insurance professional. We are ready to have those discussions with you. Let’s see if we are the right fit for what you are looking for.

To schedule an in-person or virtual meeting, please call or email the director of our Private Client Services Division, Christin Clearly Cella.