We protect the lifestyles and legacies of many of the most successful individuals across the U.S. We do this by providing:
● Robust risk management solutions and broad coverage to preserve high-value assets and personal liability
● Expert guidance to help you bolster family safety and property protection
● Concierge-level claim service that is there when it matters most
What We Believe
We believe true trust comes from true partnerships — so commitment to supporting the needs of our customers is built every day from every angle. In collaboration with your independent insurance advisor, we address complex risks that come with wealth and proactively identifies problems before they become disasters.
Who We Serve
We are committed to serving the unique needs of high-net-worth customers. We go beyond understanding your needs... we understand your passion. Policyholders include:
● Nearly 40% of the Forbes 400 Richest Americans
● More than 200 family offices across the U.S.
● 52% of the North American-based collectors on the ARTnews Top 200 Collectors list
● Owners of roughly 14,000 boats, including over 200 mega yachts
● 12 of the past 16 Pebble Beach Concours d’Elegance “Best in Show” winners
LET'S TALK
Arrange a complimentary personal assessment of your current insurance coverage and risk management profile.
