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.
Despina Patel | Private Client Group Senior Account Manager
We are pleased to introduce you to our Private Client Group Account Manager, Despina. With over sixteen years of experience in the insurance industry, Despina brings a wealth of knowledge and expertise to our team. Despina is dedicated to providing personalized coverage and service to clients like you. Her approach to risk management, combined with her strong relationship-building skills, ensures that you receive the respect and high standards you deserve.