Bouchard Private Client

Personalized Approach to Sophisticated Portfolios

We take a total portfolio management approach to identify and evaluate your personal risks. As a Bouchard Private Client, you'll have a dedicated team of specially-trained insurance professionals who offer exceptional service and personalized advice.  

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Experience our complete risk review

Through comprehensive analysis, our advisors 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.

strategic partnerships

For more than 60 years, we have partnered with highly regarded insurers including AIG, Chubb, and PURE. These carriers are known for their broad and unique product offerings, financial stability, and claims reputation.

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Local feel, global reach

We are listed among the Top 50 Personal Lines agencies in the U.S. giving us the ability to write policies in all 50 states. This allows us to manage your entire insurance portfolio no matter where your risks are located.

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Specializing in liability protection

Affluent clients are common targets of lawsuits due to their diverse activities and extensive assets. That's why we analyze insurance portfolios with an emphasis on liability protection.

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Claims Advocacy

Our in-house claims team works as a liaison between you and the insurer. Their tenure and experience in claims advocacy ensures a quick and agreeable.

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Personalized approach

As a member, you work exclusively with a dedicated advisor and account manager giving you exceptional response time and increased service levels while maintaining your confidentiality.

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managing your risks so you can have peace of mind

Your valuables are precious to you whether it's artwork, antiques, exotics, or collectibles. We recognize their value and tailor a plan to protect your finest possessions. Safeguard your family and assets against liability claims related to international travel, board of director involvement, private staff lawsuits, large-scale entertaining and social media.

We ensure your policies will properly respond to all forms of ownership including limited liability corporations, trusts, and joint partnerships. We have solutions for insurance unique exposures such as historic dwellings, short-term rentals, homes under construction, renovations, secondary and vacation homes, high risk flood, and wind prone areas.

Meet Our Private Client Team

Abbey Bouchard

Katie Dierks

Lisa Rice



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