For Professional Advisors
Let us manage life’s risks—
so you can enjoy its rewards.
Leading family offices, wealth advisors, attorneys, accountants, fine art consultants and other professionals turn to us to manage the insurance needs of affluent individuals and families.
Partnering With You
Whether working independently or in partnership with you, we assess and manage exposure so that your clients and you can rest easy. The practice, licensed in all 50 states, has national capabilities and, through a partnership with Brokerslink, a global reach.
We understand the value of a recommendation and believe that exceeding client expectations is a prerequisite for this act of trust. For more than a century, we’ve maintained our thriving business and excellent reputation by prioritizing relationships.
Our dedicated practices cater to your clients’ unique passions and pursuits.
More than 150+ professionals nationwide and a dedicated 24/7 claims operation.
Insurance Conversation Starters
When and how to get clients thinking about risk.