Customized Insurance Policies

for high net worth and ultra high net worth men and women.

“Gratitude is the aristocrat of all of the emotions.” Bill Gove

Concierge insurance brokerage and consulting services for estate and business planning.

Concierge insurance brokerage and consulting services for estate and business planning.

You will receive high-end, personalized expert assistance in meeting all your insurance needs related to estate preservation, estate equalization, business planning, legacy planning, and charitable giving.

Learn more
Insurance policies customized for corporate directors, officers, and executives.

Insurance policies customized for corporate directors, officers, and executives.

You can indemnify your corporation against potential losses due to death, disability, legal and fiduciary misconduct, and public disgrace/adverse media exposure.

Learn more
Disability insurance policies customized for physicians and surgeons.

Disability insurance policies customized for physicians and surgeons.

You can secure your earnings, and that of your professional practice, through a combination of traditional and special market policies.

Learn more
Customized asset protection plans for non-US citizens and residents.

Customized asset protection plans for non-US citizens and residents.

You will receive expert assistance in preserving personal and business assets for wealth transfer, business continuation, legacy planning, and charitable giving.

Learn more

Have a Question?

Thank you!
Oops!