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Private Client

What would you do next if you were confident that the life you’ve worked hard to build for yourself and your family was well protected? Redefine what’s possible for your future with the power to protect your legacy. 


Protecting your legacy


Progressive solutions for your lifestyle 

We assess your needs and aspirations as they evolve to help you stay protected. Coverage types may be the same across the industry but what’s not the same are the results you’ll get through the customized solutions we’ll develop together – from finding the right combination of coverages to choosing your limits and premiums. 

Child running to grandparents in front of large house.

Wealth Management

Our team of wealth management advisors operates as your dedicated consultants, investing time and effort into a comprehensive understanding of your unique lifestyle and goals.

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Property and High Value Home

Protect your investments and treasured heirlooms with our comprehensive solutions and premier insurance coverage for high-value homes and property.     

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Collections and Valuables

You’ve worked hard to acquire your collections and valuables, so we work hard to protect them with exclusive resources and tailor made coverage from the top-rated insurance company partners.

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Auto and Collector Vehicles

We’ll take the wheel helping you get the coverage your cars need, so you can focus on enjoying them.

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Marine and Mega Yacht

Through high tides or calm waters, we offer the expertise and access to the coverage you need to safeguard your luxury boat or yacht.

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Personal Umbrella and Excess Liability

Keep your assets protected with broader coverage and additional limits outside your existing policies to help safeguard your legacy.

Employee people at business meeting.

Family Office/Trustee Services

Navigating the intricacies of both business and family can be challenging, but with notable assets at stake, our team will offer the support to get you the protection you need.

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Farm and Equine

We serve independent equine businesses, horses all over the world, commercial farms, and property owners – specializing in the insurance needs for the unique farm and equine lifestyle.

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Family Protection

Protect the safety and security of your family with solutions designed to respond to and manage crises, such as extortion, cyber bullying, and threats, in a timely and effective manner.


Keeping you one step ahead

Our role as advisors is to keep you at the forefront of industry news, so you can remain proactive in your personal risk management strategy. Explore our latest key insights:


Is your online presence making you a cyber target?   


Canvas to coverage: the art of securing valuables


Ready to see the difference with the right partner?

Working with the right insurance partner is the foundation to protect your now and your future. Select a team that can help you protect what you’ve worked hard for, proactively manage your ongoing needs, and create solutions that evolve as your lifestyle does – we believe you’ll find that in us (we’re a bit biased!). See five key considerations for choosing the best partner for your needs.


Stay in the know

Our experts monitor global events and the insurance industry to provide meaningful insights and help break down what you need to know, potential impacts, and how you should respond. 

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Your journey begins here 

When you decide to partner with us, you choose to protect your legacy with solutions and professionals as unique as your lifestyle.