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Since its inception, our agency has been dedicated to providing customized & tailored insurance & risk management solutions for our clients. It is imperative to have a team of insurance professionals that understand the nuances and intricacies of your specific business. Our insurance professionals have decades of experience in dealing with very targeted and specific industries. This expertise enables our teams to provide the broadest and most competitive coverage available in the marketplace.

  • Private Equity Fund Management & Professional Liability
  • Employment Practices Liability
  • Cyber Security Protection
  • Portfolio Company Programs
  • Representations and Warranty Protection
  • Executive Benefits | Life and Disability Solutions

For Private Equity Funds, conducting due diligence on prospective portfolio companies is a certainty. 

Part of our advisory suite of services, we provide insurance program reviews (from Property & Casualty to Employee Benefits) in order to make sure:

  • Coverage limits are appropriate
  • That coverage is best in class; &
  • That the program has been placed with reputable and viable A-rated insurance carriers.
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$6.5 Billion New York Based Wealth Manager and PE Fund

We protect some of the worlds largest and most prestigious Financial Institutions

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