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.
Homes that stand apart for their historical architecture, interior design, eco-friendly features, or overall value require specialty coverage.
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Whether it’s jewelry, art, or wine, we offer ample coverage, with flexible terms, for all your valuable possessions and collections.
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Owning multiple homes creates specialized insurance needs. Ask our experts to review your properties and coverage plans.
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Protect the things you’ve worked so hard to build. Understand the different facets of personal excess liability.
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If you employ a nanny, personal chef, housekeeper, etc., our team is here to explain key coverage considerations.
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Protect your sailboat, powerboat or luxury yacht with watercraft insurance that works proactively to ensure smooth sailing.
Learn MoreWe’re always happy to answer your questions. If you have concerns about your current insurance coverage or a new exposure (for example, a second home, a new nanny, or a personal liability issue), send them our way. An HNW insurance agent from our team will be in touch to offer personalized advice.
Your household is busy and multifaceted. This means today’s HNW insurance planning needs to address not just the valuable assets you own (homes, cars, watercraft, wine), but the activities you and your loved ones pursue each day—whether it’s international travel, board service, youth sports, yachting, etc. Let us handcraft a program that addresses all of your household’s unique risks—with lines of coverage and optimal limits based on your day-to-day reality.
