The Personal Lines/Private Client Group specializes in the affluent marketplace by offering personal risk management, expertise, and experience to individuals or families.

Wealth management usually takes into consideration protection of wealth by implementing tax-advantage distributions during life, and at death. However, a serious lawsuit or a large uninsured occurrence could seriously diminish assets.

Our Advisors can help analyze and implement a comprehensive insurance program.

Our services are exclusively tailored to meet the needs of individuals and families with considerable assets either directly, through their family office, or wealth management advisor. For families, the leverage a large group provides, allows us to achieve broader coverage, flexible underwriting, and more cost-effective pricing. In addition, a comprehensive package helps eliminate duplications in coverage and reduces the number of policies to administer.

Coverages

• Property
• Vehicle
• Antique Auto
• Watercraft
• Aviation
• Flood
• Excess Flood
• Valuable Articles & Collections
• Employment Practices Liability
• Excess Liability
• Workers' Compensation
• Personal Director's Liability
• Horse Mortality
• Kidnap & Ransom, and Extortion
• Group Personal Umbrella
• Travel Insurance

Services

• Personal Risk Management
• Art Collection Management
• Personal Security Services
• Global Emergency Travel Services
• Single Invoice Solutions
• Home Appraisals
• Claims Advice & Advocacy