PRIVATE CLIENT

Custom Solutions for the Individual

FOCUS ON OBJECTIVES 

We make recommendations, guide our clients through difficult risk management decisions, and ensure they maximize the value of an insurance program designed to meet their objectives. We partner with our clients and their trusted advisors to identify exposures to risk and learn about their priorities. 

CLAIMS ADVOCACY

The true test of your insurance coverage and your insurance broker comes when you have a claim. We work closely with our clients and the insurance company to ensure you achieve the most favorable outcome. 

NATIONAL CAPABILITIES 

We work with clients all across the United States, and we can manage your risks wherever they may be. Whether that is a house in Hawaii, a cabin in Colorado, or on a new job site in the Midwest, we can handle your risks.

Wealthy individuals and families have unique and complex insurance needs which have outgrown the scope and capabilities of the traditional insurance marketplace. Our Private Client Group is a specialized and dedicated practice established to provide risk management consulting and insurance placement services to affluent and high net worth clients.

SOLUTIONS 

We have strong relationships with leading insurers who specialize in high net worth insurance and hard to place specialty risks.  These carriers offer the flexibility, breadth of coverage, and customized options which allow us to tailor coverage to meet your unique individual needs. 

Home 

Exceptional homes require exceptional coverage. High value homeowners insurance policies provide the unique coverage options and policy benefits. Coverages may include: High Value Home Insurance, International Properties, Vacation Homes, and Homes under Construction.

Auto 

If you drive a luxury vehicle or have a garage full of antique or collector cars, you may need more than the average insurance coverage. Ensure your valuable vehicles are well protected. Coverages may include: Personal Auto, Recreational or Antique Vehicles, Yachts, Boats, and Watercraft. 

Personal Liability

High net worth individuals tend to take on unique responsibilities; sometimes working with Non-Profit organizations or international businesses, placing them in different situations for more complex risks. Coverages may include: Personal Umbrella, Not for Profit Directors and Officers, Excess Personal Directors and Officers, Cyber and Privacy Liability, and Employment Practices Liability.

Valuable Articles 

Most homeowners policies are limited in their protection of valuable articles and collections. We can provide coverage based on the actual replacement value of the item you are insuring rather than a generic market price. Coverages may include: Wine Collections, Jewelry, Collectibles, Fine Art, and Antiques.

Specialty Coverages

Wealthy individuals and families have unique and complex insurance needs. Specialty coverages protect the specific risks you may have. Coverages may include: Aviation, Special Events, Identity Theft, Kidnapping and Ransom, Flood and Earthquake.

Our Solutions

Tools & Resources

Locations

Main Office

5285 Meadows Rd.

Suite 242

Lake Oswego, OR 97035

Washington Office

33530 1st Way South

Suite 102

Federal Way, WA 98003

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