Our Private Clients

While all clients deserve First Class service, some require more attention than others. They have more, they buy more, they do more, they need more. Our Private Client Group was created just for them.

By identifying our Private Client Group clients, we are able to provide better service to all of our clients. Since PCG policyholders require more of our service team’s time, and often have more sophisticated needs, we can assign the right Account Managers to the right clients.

While all of our Account Managers are professional, licensed insurance brokers, many are not familiar with the nuances of insuring unique circumstances, including

  • Very high value homes ($5,000,000 and up)
  • Substantial deductible ($100,000 and up)
  • Foreign properties (Canada, Caribbean, Europe, etc.)
  • Large collections (Jewelry, Fine Arts, Rugs, Antiques, etc.)
  • Unique cars
  • Yachts
  • Very high limit umbrellas ($10,000,000 and up)
  • Domestic workers (Workers Compensation, Employment Practices)
  • Private D & O

Insurance should be the last option in a risk management approach, following

  • Risk identification
  • Risk avoidance
  • Risk reduction
  • Risk retention
  • Risk transfer (insurance)
    • When insurance is selected, it should include an assessment of the maximum deductibles available

Our Private Client Groups specialist, Bunny Aronson has extensive personal insurance experience. She is among the most capable insurance specialist in the region. Beyond the ability to provide insurance coverages when needed, we try to anticipate issues by reaching out to our PCG clients on a regular basis.

Private Client Group clients are active 24 x 7 x 365. We make ourselves ready to assist when and where needed: 24 hours a day, 7 days a week, 365 days a year.

Lastly, we can’t do it alone. We need insurance company partners who are capable and willing to work with challenging risks. As a Chubb ‘Cornerstone’ agency, we have been identified as one of the best-of-the-best by the company chosen by more Fortune 500 executives than any other. We also represent Chartis Private Client Group. Our brokerage relationships include Fireman’s Fund and ACE (Atlantic Mutual).