Through the implementation of advanced formal and informal learning objectives, our Personal Risk Advocates are highly specialized and trained to meet the unique needs of successful individuals and their families.
Personal Insurance Consulting
We take a holistic approach to protect your personal income, property, owned and rented assets by uncovering gaps between your personal and corporate exposures.
Our Personal Risk Advocates are highly trained and specialized in protecting executives and high-net-worth individuals by analyzing, transferring, and mitigating risk to deliver peace of mind through Guidance, Protection, and Savings.
Closing Gaps in Coverage
We help you avoid out-of-pocket losses and lost income by eliminating overlapping exposures through the integration of personal and corporate risk for your peace of mind.
Home & Auto
Excess Liability or “Umbrella”
Classic Vehicles, Aviation & Watercraft
Valuables, Antiques, & Collections
Short & Long-Term Disability Income
Life Insurance for Family Members
Directors & Officers Liability (D&O)
Employment Practices Liability (EPL)
Personal Cyber Liability
Kidnap & Ransom Coverage
Host Liquor Liability
Executive Bonus Plans (EBP)
Supplemental Executive Retirement Plans (SERPs)
Non-Qualified Deferred Compensation Plans (DCP)
Group Disability Protection for Executives
Group Variable Life Insurance (GVUL)
Cash Balance Plans
Personalized Services for Private Clients
50+ Years of Strong Carrier Partnerships
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What our Guests
Since 1970, we have treated our clients as Guests worthy of the highest levels of attention and care. Our client centric consulting approach and organizational processes are carefully designed to help us understand and address their unique needs so we can Advocate on their behalf.
National & Global Reach
Through our domestic and international partnerships, we provide benefits and insurance solutions for organizations in the United States and in more than 15 countries.