Personal Insurance / Private Client

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.

Select Private Client

In an industry where “quick fixes” have become all too commonplace, our Select Private Client Advisors take the time to get to know you and understand what is most important in your life.  During our Risk Assessment Process, we will review and analyze the exposures that you and your family face every day. We then create a customized insurance solution unique to you; protecting your family’s assets and lifestyle.  Our team takes pride in providing an extraordinary level of concierge services while believing protecting your corner of the world is worth more than a 15 minute conversation.

We specialize in the risk assessment, design, and placement of personal insurance programs for successful individuals and families.  Proper asset security begins with our Wealth Protection Evaluation with one of our trusted advisors.  Our discovery process is a hands-on, analytic approach designed to produce a comprehensive asset protection program unique to your situation and lifestyle.

This evaluation includes:

  • Identification of assets at risk
  • Quantification of loss potential
  • Evaluation of loss prevention measures
  • Analysis of existing insurance policies to determine adequacy of protection within risk tolerances

Signature Private Client

Your dedicated team of Signature Private Client Advisors excels in providing concierge client services. Quarterly, semi-annual or annual reviews are conducted, illustrating ongoing advocacy and highlighting accountability within our Stewardship reports.  Our holistic approach includes contract reviews, proper sub-contractor insurance documentation and best practices surrounding domestic staff. You can also expect personalized attention in the event of a claim. We can provide solutions, no matter how complicated the scope of risk. We have the ability to place coverage worldwide and will coordinate locally to make sure that your property and casualty program aligns with the objectives of any financial or estate plan that you may have.

Coverages include but are not limited to high net worth homes, luxury automobiles, Umbrella, Flood, yachts and collectibles

  • Dedicated concierge service
  • Extended business hours
  • Annual Reviews
  • Claim Advocacy
  • Service Timelines
  • Contract Reviews
  • Dedicated Account Executive and direct access to an Account Coordinator
Claims