For Professional Advisors

Let us manage life’s risks—
so you can enjoy its rewards.

Shared Values

Rooted in three generations of family ownership, we understand the importance of protecting legacies.

Shared Values

Rooted in three generations of family ownership, we understand the importance of protecting legacies.

For Professional Advisors

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 80 years, we’ve maintained our thriving business and excellent reputation by prioritizing relationships.