The Private Client Group was established to meet the complex insurance needs of high net worth and ultra high net worth individuals as well as families. Our approach is holistic—we not only take into consideration our clients’ personal assets, but their family, business, lifestyle and philanthropic interests as well.
We begin by asking questions about your objectives and concerns, and then design and implement a personalized asset protection program that meets your unique needs. We stay in touch with you throughout the year, not just when your policy needs renewing, and work alongside your other advisors.
Our consultative approach combined with on-going communication ensures that we’re aware of any significant changes in your life, and can update your risk management plan accordingly. This gives you the confidence of knowing that you have the insurance coverage you need for your homes, fine arts, watercraft and other valuable assets.
The key elements of the Provider Group approach are: