Private Client Services

Personalized approach to sophisticated portfolios


The Private Client team works with affluent individuals to help them manage their sophisticated, personal insurance portfolios.


Through our annual review process, our experts identify inconsistencies, gaps, and improper coverages found in your portfolio. We offer customized solutions to ensure your policies stay relevant to changing exposures and risks.

Affluent clients are common targets of lawsuits due to their diverse activities and extensive assets. We specialize in analyzing insurance portfolios with an emphasis on liability protection.

We've Got Clout in All 50 States!

We are listed among the Top 50 Personal Lines agencies in the U.S. and have the ability to write policies in all 50 states - allowing us to manage your entire insurance portfolio no matter where your risks are located. ​

Personalized Approach

Our service team handles fewer clients than the industry average – enabling us to provide exceptional response time and increased service levels. ​

Negotiating Power

We are recognized as a top agency by our high, net worth carrier partners – providing us with the negotiating power to issue hard-to-place and unique exposures. ​

Claims Management

We have an in-house claims team available as another set of eyes and ears - allowing us to monitor your claims, mitigate the impact of your losses, and communicate with insurance companies’ adjusters to ensure claims are closed on a timely basis. ​

Reducing Your Exposures…Maximizing Your Protection



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