custom tailored risk management services

for Successful Families & individuals

Our personal risk managers like to view themselves as extensions of their clients’ wealth management team. As our clients’ main point of contact, our risk managers are with them from the initial meeting, through claims and servicing, and through annual renewals. A few of the additional services our personal risk managers assist with include:

  • Annual risk assessments

  • 24-hour claims handling

  • Employee background checks

  • Annual personal meetings & reviews

  • Deductible options

  • White glove concierge claims response

  

 

aviation insurance

Homeowners Insurance

Personal Auto Insurance

Collections & Valuables Insurance

 
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Domestic Employee Risk Insurance

Dwelling Insurance

Collector Car Insurance

Personal Liability Insurance

 

Watercraft Insurance

Special Events Insurance

Umbrella and Excess Liability Insurance

farm & ranch insurance

 

We recommend that successful individuals & families consider the following coverages:

Liability risk:

  • Liability (third party litigation)

  • Family security (kidnap & ransom, identity theft)

  • Employment practices

  • Personal injury

  • Individual directorship liability

  • Workers compensation

  • Cyber liability

Property risk: 

  • Homes, condominiums, vacation homes, destination home, lake house, gentleman’s ranch

  • Airplanes and helicopters

  • Jewelry and furs

  • Fine art and collectibles

  • Computers, cameras and video equipment

  • Automobiles, collectible cars, and recreation vehicles

  • Boats and yachts

  • Antiques and silver

  • Wine collections

  • Sports equipment and memorabilia

  • Musical instruments

 

 

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SEASONAL RISK MANAGEMENT ADVICE FROM INDUSTRY EXPERTS

CLIENT PORTAL

VIEW YOUR POLICIES, BILLS, AND ACCOUNT INFORMATION

SUBMIT A CLAIM

WE ARE ALWAYS HERE FOR YOU. SUBMIT A CLAIM THROUGH your risk manager, OR THROUGH YOUR CARRIER, ANY TIME, DAY OR NIGHT.

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