Your personal insurance requirements and exposure to risk are different than those of your neighbors. Let our experienced team of professionals customize an insurance solution that will safeguard you and your family from life’s unforeseen events.
S&S Select
S&S Select
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During our Risk Assessment Process, we review and analyze the risks that you and your family may face, and provide guidance on insurance and risk management options that may help protect your assets and lifestyle.
Our team emphasizes thoughtful, client-focused service, aiming to provide a thorough review rather than a brief consultation.
Our process includes:
- Identification of assets at risk
- Quantification of potential loss
- Evaluation of loss prevention measures
- Review of existing insurance policies to help assess adequacy within your risk tolerance
Private Client
Private Client
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Our Private Client Advisors provide personalized guidance and client-focused service for high-net-worth individuals and families. Regular reviews are conducted in collaboration with you, at a pace and schedule that works best for your needs, helping you stay informed about your insurance program and providing insights through Stewardship reports.
We take a holistic approach to personal insurance, which can include insurance related contract reviews, verification of sub-contractor insurance documentation, and guidance on best practices for domestic staff. Our team also offers support in the event of a claim. Coverage options are available both domestically and internationally, and we work to coordinate property and casualty programs with broader financial or estate planning objectives.
Our services focus on the assessment, design, and placement of personal insurance programs. The Wealth Protection Evaluation provides a structured discovery process to help clients understand their exposures and explore coverage options aligned with their lifestyle and goals.
Typical coverages include high valued homes, luxury automobiles, Umbrella, Flood, yachts, and collectibles
Services include:
- Extended business hours
- Claim guidance and advocacy
- Contract Reviews
- Direct access to a dedicated Account Executive and Account Coordinator