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PRIVATE CLIENT SERVICES

So many of our customers spend most of their waking hours striving to build their businesses and create wealth. Unfortunately, due to work & family related time constraints, very few actually spend the time necessary to understand the risks inherent in our daily lives.

Our Private Client team provides the in-depth analysis, consultation and high-level of service that all of our high-net worth clients both require and expect.

Who We Serve:

  • Wealthy Individuals & Families
  • Corporate Executives
  • Professional Athletes & Entertainers

Insurance Products:

  • Homeowners
  • Autos, Watercrafts & Aircrafts
  • Jewelry, Fine Arts & Collectibles
  • Umbrella Coverage
  • Kidnap & Ransom
  • Workers Compensation for Domestic Employees

Specialty Coverages

  • Private Aviation
  • Builders Risk Protection
  • Fine Arts Coverage for extensive collections
  • Equine Farm & Ranch
  • Individual Directorship Liability

Services

  • Complimentary Personal Insurance Portfolio Reviews
  • Independent Brokerage with direct access to Key Insurance markets
  • 24-Hour claims Management Advocacy Team
  • Internet Based Client Portal with access to policy information
CONTACT US
CONTACT US
Case Study

ASSETS:

  • $3 Million Dollar Home in Franklin Lakes, NJ
  • Investment property in Rutherford, NJ
  • Three (3) Automobiles $246,700 in Jewelry

We Serve Some of the Nations Wealthiest Families, Executives and High-Networth Individuals

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