High Net Worth Insurance for Successful Families & Individuals
Our private client group is built to serve your HNW insurance needs, which tend to be broader and more complex than those of the average household. We specialize in addressing the unique risks your family may encounter—at home, at work, at school, and while traveling. Collectively, our HNW insurance agents bring more than 90 years of experience to clients like you, living in and around Greater Boston. We routinely collaborate with clients’ financial advisors and accountants, ensuring every aspect of your wealth strategy is aligned and protected. Below are some core areas of our expertise.