Solutions designed to meet your unique needs.

Our primary focus is to protect personal assets such as home, automobile and valuables. We work closely with our clients to understand their specific needs to develop customized insurance policies that offer comprehensive coverage. We aim to give our clients peace of mind by ensuring their personal assets are protected.

Individual solutions

  • Home and condo
  • Auto, including exotic and collectible
  • Personal excess liability/umbrella
  • Flood, earthquake, wind and wildfire
  • Cyber risk and identity theft
  • Domestic workers’ compensation/EPLI
  • Watercraft
  • Specialty vehicles

Specialty solutions

  • Private aviation
  • Executive liability (D&O and E&O)
  • Equine
  • Farm and ranch
  • Fine art and collections

Sponsored solutions

  • Family office solutions

An integrated approach to your lifestyle and assets.

Discover

We will complete a personal risk management review then educate and discuss with you available solutions.

Design

We will design personalized solutions through carriers that specialize in high-value assets and secure coverage.

Advise

We provide ongoing advice, consultation, and support to ensure your insurance keeps up with your changing lifestyle.

Advocate

Our dedicated claims advocacy team works on your behalf to oversee the claims process, delivering the best outcome.

Private Client Insurance Benchmarking Study

MMA PCS and Oliver Wyman have conducted the most comprehensive benchmarking study of the private client insurance market in the United States. With deep data insights from more than 1,000 respondents, this study will help empower clients/prospects to make informed decisions and embrace a brighter future.

Expert insights, trends and strategies for private insurance

Blogs

Four key elements of risk transfer in construction and real estate

Risk management is crucial in the construction and real estate industries to ensure project success, smooth operations, and protection. Risk transfer, the process of transferring potential risks and liabilities from one party to another, plays a vital role in this. By implementing the four key elements of risk transfer, ...

Blogs

Cyber tips for the shopping season

In anticipation of the holiday season, many of us find ourselves increasingly shopping online to avoid crowded storefronts. Unfortunately, cyber scammers are paying attention and routinely amplify their tactics this time of year. With product shortages due to supply and shipping bottlenecks around the globe, scammers are using phishing ...

Blogs

Are my retirement plan fees “reasonable”?

All employers offering a retirement plan to their employees have a fiduciary responsibility to ensure their plan fees are reasonable. After all, excessive fees can directly impact the bottom line for plan participants. However, while this responsibility seems straightforward, when you really think about it, what does “reasonable” mean? ...