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Featured Services

Personal Risk & Insurance

Insurance and risk management consulting solutions for corporate executives and high-net-worth individuals.

Personal Risk & Insurance

Team Philosophy

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.

Personal Protection

Home & Auto
Excess Liability or “Umbrella”
Classic Vehicles, Aviation & Watercraft
Valuables, Antiques, & Collections
Short & Long-Term Disability Income
Life Insurance for Family Members
Pet Insurance

Corporate Protection

Directors & Officers Liability (D&O)
Employment Practices Liability (EPL)
Fiduciary Liability
Personal Cyber Liability
Kidnap & Ransom Coverage
Host Liquor Liability

Executive Benefits

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

Risk Mitigation Technology Solutions
Policy Design & Comparison
Underwriting Negotiations
Claims Management Support
In-Home Appraisal Services
Corporate Insurance Consulting
Human Life Value Consulting
Retirement & Estate Planning Guidance
Ongoing Educational Initiatives & Resources

50+ Years of Strong Carrier Partnerships

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What our Guests
are Saying

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.