Managing Risk For Financially Successful Families

Guide To Finding The Right Insurance Partners

When it comes to protecting financially successful families, it takes specialty expertise and a dedicated risk advisory team. With multiple properties, high-value assets and potentially costly liability exposures; the family risk profile is extremely complex. Because these families have such unique risk profiles, they need a dedicated risk manager — or a team, which includes an internal risk manager, insurance broker and specialty carrier. Working together, this team can develop a sophisticated and effective insurance program.

Does Your Risk Manager

Have the Right Expertise?

• Personal insurance
• Aviation
• Farm and ranch
• Personal security
• Domestic staff
• Professional management
• State specific risks
• Non-admitted risks

Insurance Broker Team

• Sales Person (Producer)
• Senior Account Executive
• Account Executive
• Dedicated Claims Executive

Who Handles the Following Exposures?

• Aviation
• Yacht
• Farm & Ranch
• Directors & Officers
• Small Commercial

How are changes across lines of coverage conveyed to the family?

How often do the subject matter experts convene to discuss the account?

Does Your Carrier Have the Right In-house Expertise?

• HNW personal insurance
  • Aviation
  • Yacht
  • Collections
  • Family office
  • Farm & Ranch
  • Commercial