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Our Private Client Advisors are experienced in high-net-worth insurance programs, and they work with affluent individuals and families to help them protect their most valuable assets.

Our premier insurance carrier partners cater specifically to the high-net-worth insurance market and our advisors will explain the complexities surrounding these coverages. We will ensure your unique exposures have the right protection to help you preserve your wealth.

Conducting the coverage analysis and risk evaluation is a real eye opener for many of our affluent clients since many portfolios are not constructed in a way that truly protects them at the level they need. We take the time to explain the nuances so they can make informed decisions about their overall risk management program.

Jim Hickey

EVP, Head of Personal Lines

Practice Leadership

Lauren Szerlip Dowling
Lauren Dowling, CAPI, CISR, CLCS

Senior Vice President, Head of World Private Client Group