Private Client Services

Our Process

We understand that no two clients are alike and we want to make sure that we tailor our risk management & personal insurance recommendations based on your lifestyle, values, passions, and goals.

As assets accumulate, estate planning vehicles are implemented, and additional homes, vehicles and valuables are purchased, risk management plans can become more complex and require more attention. The average insurance policies no longer provide adequate holistic protection or the increased level of risk management services that should be addressed for successful and high net worth clients and families. 

We created our discovery and onboarding process to make sure that we identify the best risk management and
personal insurance policy program that aligns with your needs. During this process we:

• Conduct a complimentary review of your current program and provide preliminary recommendations
• Gather more information to understand what additional items need to be addressed
• Analyze the various markets that we represent
• Present an insurance policy program and recommendations based on our findings and coach you on what can be done to
  prevent losses from happening in the first place
• Work with you through the onboarding process, introduce you to your Private Client Services team, and explain how we
  will help moving forward
• Monitor your risk management and insurance program over time as life events and risk changes occur
• We can also coordinate with your other trusted advisors to make sure your risk management plan is in alignment with your estate and wealth planning goals