Skip to main content
Our Private Client experts know the value of strategic management and comprehensive programs. We work with top-rated insurance carriers to offer highly specialized programs so you and your family can rest easy knowing your hard work is protected.

Private Client

You’ve worked hard for the life you’ve built, and we have a passion for helping individuals and families manage their everyday risk, recover from unexpected events, and realize their dreams.

Learn more about our private client offerings.

We Have Unique Expertise In:

Icon Personal

Home, Vehicle, and Personal Coverages
  • Homeowner’s insurance designed for high value and multiple properties, including estate and ranch
  • Auto insurance, including collector cars, and recreational vehicles such as ATVs and motorcycles
  • Watercraft insurance for various types of watercraft
  • Private aircraft insurance
  • Umbrella liability insurance
  • Flood insurance
  • Earthquake insurance
  • Life insurance
  • Identity theft insurance
  • Libel/slander protection

Hobby and Collection Coverages
  • Jewelry insurance
  • Collectible article insurance, including wine, whiskey and fine art collections
  • Extreme hobby insurance
  • Drone liability insurance
  • Equine liability and mortality insurance
  • Entertainment and high profile insurance
  • Exotic travel insurance

Buildings-Icon

Family Office Coverages
  • Management liability programs including individual directors and officers, kidnap and ransom, and cyber liability insurance
  • Professional liability insurance to protect your family office
  • Employment practice liability and workers’ compensation insurance necessary to fulfill obligations as an employer of the family office staff
  • Libel/slander protection

Melissa Matich

Client Executive, Private Client Practice Leader



LinkedIn

Jackie Floro

Private Client Consultant



LinkedIn