Private Client Group

For more than 150 years, Wheeler & Taylor Insurance has helped individuals, families and businesses protect what they have built. Founded in 1871, Wheeler & Taylor has grown…

Ultra high net worth insurance is designed for families with $30 million or more in wealth and complex assets, including luxury estates, multiple residences, fine art, aircraft, yachts and significant liability exposures. Learn how a specialized insurance strategy can help protect wealth, lifestyle and legacy.

The most successful private client insurance practices are rarely built through transactions. They are built through relationships. Affluent individuals and families often rely on a trusted network of…

Building a successful private client insurance practice has always been relationship-driven. Trust, expertise, and personal connections remain the foundation of serving successful individuals and families. However, the way…

For experienced insurance professionals, growth is rarely limited by ability. Many successful producers understand how to build relationships, identify opportunities, and serve clients effectively. The challenge often comes…

Beverly Hills is home to some of the most valuable residential real estate and sophisticated personal asset portfolios in the country. From gated estates in Trousdale Estates and…

For many successful individuals and families, a second home represents more than additional real estate. It may serve as a family retreat, seasonal residence, investment property, or long-term…

Luxury coastal homes represent some of the most valuable residential properties in the country. From oceanfront estates and seasonal retreats to high-value primary residences, these properties require a…

Understanding High Net Worth Classifications and Why They Matter for Insurance, Wealth, and Financial Risk Planning High net worth (HNW) generally refers to individuals or households with at…