Complex Estates, Simple Solutions.

We help you identify the unique risks you and your estate present.

Do you own Property in a Trust, LLC, or LLP?

Does your net worth exceed your liability limits?

Do you employ domestic staff?

Do you own secondary residences, either domestically or abroad?

Do you have the right insurance policies in place?

When is the last time you reviewed your coverage?

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Home 2017-03-23T21:44:20+00:00

10 Insurance Red Flags for High Net Worth Individuals & Families

With affluent individuals and families under greater attack from our ever growing litigious society, it is increasingly more important to make sure your insurance program is set up properly.  These 10 things are the most common Red Flags and Gaps in insurance we find on a routine basis.

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Estate Attorneys, Wealth Managers, Financial Advisors

What you need to know to protect your clients

We provide guidance to American families who want to protect the assets they have
spent a lifetime accumulating. While proper estate planing is imperative, those plans
often create gaps in insurance most Insurance agents do not know to address.

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