Many high net worth individuals and family offices spend a significant amount of time and energy managing their families investment portfolio, tax and estate planning, legal and philanthropic matters. Often, they have much less time available to thoroughly evaluate their insurance coverages to properly manage their risk. The focus is typically saving on premium rather than managing a family’s entire portfolio without accounting for the risk of loss and damage.

Fire, theft, flood, hurricane and other calamities will inevitably strike and cause immense damage and leave emotional distress in their wake. Real estate, personal property, watercraft, aircraft or collectibles such as wine, watches, fine art, antiquities, and jewelry, are all part of a private client or family office estate. When disaster strikes, these types of events often lead to severe financial loss.

Let us put our insurance claims experience to use, by ensuring you have what you need when you purchase insurance. With the right insurance in place, we will maximize the recovery, mitigate time to payment, and eliminate the costs associated with properly documenting and reporting a claim. If you are in the process of acquiring or selling damaged assets, allow us to help you maximize your return.