Private Client Services

Personalized coverage for your vibrant lifestyle

Unique risks deserve powerful protection. Our talented Private Client Services team has the strategic experience and resources to evaluate and reduce your risks — we’ll identify your gaps in coverage or areas of over-insurance and deliver comprehensive protection that’s optimized for your family office and personal insurance needs.

Talk to an Advisor  

We’ll bring all your best options to the table

Our risk and underwriting expertise, market leverage, and product knowledge are unmatched, enabling us to procure a variety of private client service options at competitive rates. Whatever you choose, you can breathe easy knowing your expertly customized personal, family office, and household insurance solutions have all your bases covered.

 

Private Client Services Solutions

Timing is everything when it comes to private client insurance. Rest assured our dedicated team will work around the clock to ensure prompt communication and timely service delivery — every single time.

Property Protection

Enjoy going anywhere in the world knowing your home, vacation houses, condominiums, and rental properties are covered by property insurance customized for your entire portfolio.

Vehicle Insurance

Travel with confidence knowing every aspect of your classic car insurance, recreational vehicle insurance, yacht insurance, as well as motorcycle, boat, and aircraft coverage is taken care of.

Valuables Insurance

Safeguard your most treasured possessions with fine art insurance and art collection insurance, jewelry insurance, and coverage for antiques, memorabilia, coins, wine, and more.

Excess Coverage

Take comfort in knowing your asset portfolio and earning power are protected from potential lawsuits with additional coverage options such as personal umbrella and excess liability insurance.

“We understand there’s a lot at stake when it comes to managing your personal risk and private insurance policies. We’re dedicated to delivering best-in-class asset protection so that your insurable claims get properly adjusted and paid in real-time. The bottom line is: When you need us, we’re here.”

Christina Oakes, LUTCF, CPRIA

Executive Vice President, Private Client

Frequently Asked Questions

What is private client insurance?

What kinds of unique risks does private client insurance cover? 

What types of coverage are available for my valuable collections, such as art, jewelry, and antiques?

How much does private client insurance cost?

Have more questions?

Our expert team is here to guide you through your options.

Contact Us
Concierge Services

A partner you can count on

Our talented and strategic advisors will put their years of family office and personal insurance expertise to work for you every day, ensuring your customized program adapts to your lifestyle changes at the best possible rates.

What you can expect:

  • Detailed risk and premium analyses
  • Competitive coverage rate options
  • Comprehensive annual portfolio reviews

Contact

Let's tackle your risk together

Connect with our private client group to map out the solutions that are right for you.

West Coast

6320 Canoga Ave, 12th Floor,
Woodland Hills, CA 91367

East Coast

70 Federal Street, Suite 300A,
Boston, MA 02110