We find that our high net worth clients don't need a homeowner insurance policy or a car insurance policy. Don't get us wrong, you do need the kind of protection that comes with those standard insurance policies, particularly the liability protection which we like to think of as asset preservation.
You need a relationship before you need insurance, someone who has the experience to uncover the blind spots in your insurance coverage and find a way to get you the right insurance protection - that's the motive behind our private client group. Your financial status makes it possible to engage in pursuits, that while satisfying, can often be inadequately insured without the right program. A few examples of those pursuits:
So you really do need home or condo insurance and car insurance, but that is just a starting point. Here are some of the products common to the insurance portfolios of our private client group:
Let's get together for a consultation. We'll review your risk exposures, identify appropriate products, coverage limits and deductibles and put some options together for your consideration. In our experience, that's how good relationships start.
