When your interests grow, so do your risks. Our highly trained, experienced professionals specialize in providing expert guidance and risk management solutions to high net worth individuals — directly, and through family offices and personal business managers.
"I'm an experienced insurance advisor specializing in risk management solutions for high net worth families with complex portfolios and exposures. I serve as a trusted advisor to clients and work with financial advisors, estate attorneys, and business managers to provide a collaborative approach in insurance planning and loss prevention counsel. My licenses include General Lines Insurance with Life, Health, and Variable Annuities. I am a qualified specialist in our Entertainment Division; working with athletes and entertainers in diverse and specialized risk management. "
Homeowner’s insurance for high-value homes, multiple properties, and coastal properties
Personal excess liability to provide financial protection against claims for bodily injury, personal injury, or property damage
Coverage of valuable articles that takes into account market fluctuations that may affect the protection required
Obligations for employers of domestic staff, including risk assessments related to employment practices and workers’ compensation
Auto insurance for vehicles, including antique, collector, and recreational cars, as well as motorcycles and motor homes
Watercraft insurance for all types and sizes of watercraft, and the risks associated with their operation, including mega-yachts, paid crew vessels, live-aboard vessels, high-performance boats, and wooden hulls
Professional liability insurance to protect your office
Life Insurance for high net worth individuals has many more benefits than income protection.
Give us a call
Have questions? Call us today for more information.