Wealth Management Insurance

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.

Luxury homes. Multiple residences. Valuable collections. Complex assets. At a certain point, your insurance needs become more sophisticated than a standard homeowners or auto policy can reasonably address….

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…

Why Affluent Households Often Need More Liability Protection Than Standard Insurance Provides For many affluent families, the greatest financial risk is not property damage — it is personal…