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Why the Carrier Matters
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Greater success brings greater risk. Don’t get caught off guard. Protect what matters most with coverage that gets the fine print right.
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To protect what really matters, you need more than a patchwork of policies. A detailed 360-degree review informs our holistic approach to risk management, ensuring you get smart, tailored, confidential protection and continuing service that works when you need it most.
As an advisor, your clients trust you. We extend that trust by taking a deeper dive into your client’s risks, talking long-term asset protection and eliminating coverage gaps. We can also ensure your business has the same level of protection.
Successful lives are multifaceted, their risks nuanced and complex. Risk Strategies’ Private Client team knows that living a successful life on your own terms requires smart protection that sees the big picture implications and tailors the fine print and service to fit.
Dynamic lives require risk management that can keep up. For Risk Strategies Private Client experts, getting the right policies and language in place is just the first step in an ongoing process of keeping you informed, supported and protected.
From classic cars and daily drivers to watercraft and planes—you get around. On land, sea and air, our Private Client experts bring unparalleled expertise to bear for you, including our dedicated specialty division, Atlass Insurance, the worldwide leader in marine risk.
A client owned a high-value painting that was damaged by water dripping from an air-conditioning vent. Loss-in-value claims in fine art can be tricky, especially if the insured and insurer disagree on the amount of the damage.
Through collaboration with fine art experts inside and outside our firm, the Risk Strategies Private Client team was able to obtain a settlement for our client that was double the insurers’ initial offer.
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Bob has over 30 years of insurance industry expertise, focusing primarily on private clients’ needs. During his career, he has held leadership positions with several global insurers, including ACE Group, Fireman’s Fund, American International Group, and Chubb. Bob’s specialty is in building insurance programs for clients with substantial wealth.
