We work with individuals and families who face complex risk issues related to multiple holdings and significant responsibilities and need to protect assets. Our clients have multiple homes, significant collections, high-value assets and property, high-profile lifestyles, board-of-director responsibilities, public company leadership roles, or extensive multi-generational family considerations.
We are committed to true client focus. Our personal risk advisors build lasting relationships by getting to know the client and understand their lifestyle. We review personal risk management programs and make recommendations based on changes taking place in the client's life.
Our client advisors are not salespeople dependent on commissions; they are salaried consultants who are able to provide client advocacy and unbiased advice in all aspects of our client relationships.
We are transparent regarding our commissions and revenues and remain so throughout the placement process so clients can make the most educated decisions on their insurance programs.