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A Path Forward for Your Private Client Business

Let's Talk About Partnering with Risk Strategies

 

Explore a Partnership with our Private Client Services Practice

When you join the Risk Strategies Private Client Services practice, you join a community of specialized professionals who cater to high-net-worth individuals and families. With decades of experience, we understand the risks of protecting the assets your affluent clients have spent a lifetime to acquire – estates, homes, fine arts, jewelry, and collections, as well as cars, airplanes, horses, and yachts. At Risk Strategies, we bring a sophisticated and specialist approach to keep your clients' lifestyle and legacy moving forward with holistic personal insurance solutions. Let’s explore a partnership that is as unique and specialized as the clients we aim to protect.

Professional, passionate, and personal. This is what makes us a different kind of broker. 

Private Client Services: At-A-Glance

$680M

Premium

Top #10

Writer for High-Net-Worth Carriers

400+ 

Risk Strategies Private Client Employees

Key Benefits of Joining Risk Strategies Private Client Services

We invite you to take a closer look at the benefits of a partnership.

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Industry Leadership: 9th largest privately held U.S. brokerage firm, with expertise in more than 30+ specialty practices.

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Sales Enablement: Access to customized templates, forms and sales tools.  

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Preferred Partnerships: With all the top carriers in the high-net-worth space as well as with carriers in the middle market space, both nationally and on a regional basis.

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Tailored Services: Dedicated client segmentation and resources for middle market, Private Client, and Family Office clients.

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Comprehensive Risk Management: Access to enterprise risk management and loss control experts with a focus on identifying areas of exposure and developing risk mitigation strategies.

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Marketing: Access to outbound marketing campaigns and custom marketing resources to drive customer engagement and cross sell opportunities and develop relationship with prospects.

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Experienced M&A Team: Dedicated onboarding and integration. More than 170 firms have joined our retail and whole businesses.

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Industry Specialization: Distinguished leader in the fine art, aviation, and marine and yacht specialties

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Market Reach: Ability to write business in all 50 states, as well as internationally.

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Carrier Access: Specialized carrier access and nationally recognized expertise for unique risks and specialty interests including fine art, marine, aviation, equine, and more.

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Claims Support: Experienced team of claims advocates dedicated to the Private Client practice who work locally on behalf of our clients to proactively manage the claims process through to a fair and timely resolution and settlement.

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Operations: Access to a national outsourcing vendor which provides additional resources and standardization.

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Leadership: Regional leadership team dedicated to the needs of the Private Client practice, with decades of experience on the retail, wholesale, and carrier sides.

Private Client Services Practice Leadership

National Private Client Services Practice Leader

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Alison Murphy

Alison Murphy

National Private Client Services Practice Leader

Alison joined Risk Strategies in 2021, developing and leading the overall national growth strategy for Private Client Services. She focuses on enhancing the client experience for our high net worth clients and delivering tailored solutions that better serve their unique insurance and risk management needs.

With over 25 years of experience in the property & casualty insurance industry, Alison has spent the majority of her career in the high net worth segment. Prior to joining Risk Strategies, she worked for the PURE Group of Insurance Companies where she held various leadership positions including Eastern Zone Executive. Previously, she held various roles focused on business development and underwriting for AIG and The Chubb Corporation.

Alison holds a Bachelor of Arts in English Literature from Franklin & Marshall College and is a graduate of Boston’s Future Leaders Program. She is actively engaged in her community through several organizations including the Greater Boston Chamber of Commerce, Insurance Industry Charitable Foundation, Women’s Lunch Place and the Dana-Farber Cancer Institute’s Falmouth Road Race.

Chief Operating Officer, Personal Lines

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Tim deRosa

Tim deRosa

Chief Operating Officer, Personal Lines

Tim joined Risk Strategies in 2022 as the Chief Operating Officer for the Private Client Practice to help develop and implement the strategic vison for the practice and to manage day-to-day practice operations and technologies. His responsibilities include driving operational efficiencies across all offices and regions, enhancing the client experience through the use of technology, standardizing and optimizing workflows and helping to oversee the management of the Private Client Practices' largest carrier relationships.

In addition to his practice leadership role, Tim is also a personal risk advisor and works directly with successful families across the county. He assesses client needs, identifies future risks, and develops customized, comprehensive personal insurance solutions that align with their risk management priorities.

With nearly 25 years of experience in the insurance industry, Tim brings a wide range of experience having spent dedicated time on the retail, wholesale, and carrier sides of the business. He founded and sold Platinum Partners, a successful wholesale business focused exclusively on the private client segment. He also served as Executive Vice President of Orchid Underwriters, a private equity backed specialty MGA which he joined after selling his firm. In addition, Tim spent nearly a decade at Chubb Personal Risk Services where he held several executive level positions in both underwriting and marketing, including leading the New England Region.

Tim earned a Bachelor of Arts degree in Political Science from Drew University. He is a member of PRMA (Private Risk Management Association), a longtime member of the Boston Estate Planning Council, and a former member of the Family Office Exchange.

Associated Specialty Practices

Click the name link on the images below to learn more about the specialty practices aligned with Private Client Services:

Fine Art

The fine art specialists at Risk Strategies help private collectors preserve the value and long-term enjoyment of their acquisitions and collections. We help our clients evaluate current coverages, identify gaps, secure coverage, and develop the most comprehensive ways to manage and mitigate their risk and exposures.

Key Facts:

  • Over 250 years of experience in fine art
  • Recognized as a top-3 writer of fine art insurance in the U.S.
  • Ability to curate insurance plans for private collectors, corporate collections, museums, art dealers, foundations, and arts
  • Dedicated team of fine art claims advocates 
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Boats & Yachts

We are a national leader in marine and yacht insurance through the expertise of our industry specialists from Gowrie Group and Atlass Insurance Group. We understand the unique and complex risks that come with owning and operating yachts of all types and sizes. As specialty marine risk advisors, we work closely yacht owners and yacht management teams to understand our clients’ priorities and risk factors, so we can design custom, comprehensive risk management solution that allow our clients to enjoy their domestic and international yachting lifestyle with confidence.

Key Facts:

  • Team of 50 yacht and marine specialists
  • 11,000 total yacht policies
  • 25-year partnership with U.S. Sailing, national governing body for the sport of sailing
  • Insure the U.S. Olympic Sailing team and their racing boats
  • Insure more than 50% of U.S. yacht clubs
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Aviation

The aviation insurance specialists at Risk Strategies understand the complex exposures that come with flying private, fractional ownership, Jet Card Memberships, operating drones, and owning aircraft of all sizes under FAA Part 91 operations. We understand that our clients fly privately for a variety of reasons — weekend getaways, lunch on a nearby island, business commuting, private pleasure travel, or just for the view. Regardless of the reasons for taking flight, we offer comprehensive insurance solutions to protect our client’s aircraft and passengers, minimize their risks and exposures, and maximize their safety and flying enjoyment.

Key Facts: 

  • Over 150 years of collective experience
  • Team of 10 aviation specialists
  • Access to high limits — $1B for Aviation General Liability and up to $750M for corporate jets and commercial operators
  • Long-term relationships with key aviation carriers
  • Inhouse aviation claims experts and advocates
Aerospace & Aviation Insurance
 

Explore Merger & Acquisition Opportunities with Risk Strategies

If you are considering the next step for transitioning your business, we want to hear from you. We invite you to contact us at maopportunities@risk-strategies.com or complete our Mergers & Acquisitions Info Form to receive additional information and start a conversation. We look forward to building something great together.

Let's Talk About Partnering with Risk Strategies