Insurance Services For Private Clients
Let us manage life’s risks—
so you can enjoy its rewards.
Why We Are Different
We are, above all, creative problem solvers. Our team of natural collaborators has a long history of translating technical expertise into unique and customizable coverages. That has helped us cultivate not only a reputation for excellence and reliability, but also a host of deep-rooted relationships with carriers in a variety of insurance areas. Still, we are most proud of our relationships with the people we serve, forged by a round-the-clock work ethic that ensures that we are there when you need us.
Review existing insurance
Clarify needs, challenges, or risk tolerance
Assess exposures & vulnerabilities
Create coverage strategy
Negotiate new policies
Full-service claims response
Your Personal Insurance Team
You experience the best of both worlds: a personal relationship with a dedicated advisor and around-the-clock access to our team of proven, creative problem-solvers.
Our clients –
more than 9,000 families –
represent a diverse
set of pursuits, passions,
“Best Insurance Brokerage Provider”
— Family Wealth Report
“Best High Net-Worth Insurance Broker”
— PAM Private Asset Management
What’s My Liability?
Amount awarded to a woman struck by a vehicle in a Manhattan intersection.
Settlement to a woman injured diving into the shallow end of a friend’s pool at a party.
Judgement against a driver who fell asleep at the wheel and rendered a passenger paraplegic.
Settlement to a bicyclist rendered paraplegic by the teenage driver of an insured’s vehicle.
Anyone can be sued for alleged negligent actions, valid or not. In general, the wealthier the person responsible, the greater the damages sought by the injured party.
How much insurance is right for you?
For Professional Advisors
Leading family offices, wealth advisors, attorneys, accountants, fine art consultants and other professionals rely on us to manage the insurance needs of affluent individuals and families. We assess and manage exposure so that your clients—and you—can rest easy.