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Protect your valuable Assets & wealth

Tailored insurance solutions for successful individuals and families.

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Unique lifestyle, unique exposures

Your affluent lifestyle comes with unique risks that require specialized insurance protection. If you own multiple homes and cars, collect art or memorabilia, engage in high-risk hobbies, sit on nonprofit boards, employ domestic staff, or have other unique lifestyle characteristics, you may be exposed to an elevated level of risk. In general, your success makes you a target for opportunistic lawsuits and your high-valued possessions require increased coverage limits that many carriers do not offer.

Our advisors have the expertise to manage the complexity of these specialized coverages and we partner with carriers dedicated to the high-net-worth market who have greater capacity for higher coverage limits. We will help you preserve your wealth so you can focus on more important things.

Our advisors will provide a complimentary risk analysis and comparison review. We will make sure you have the right protection should you need it.

house with a pool

Protect Your Valuables

Your valuable assets and collections require higher coverage levels from dedicated carriers.

  • High-value and coastal homes
  • Replacement cost home contents
  • Exotic, classic, and collector vehicles
  • Watercrafts and yachts
  • Aircrafts
  • Collections and valuables
  • Flood and excess flood
  • Equipment breakdown coverage
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man reading on a plane

Protect Your Lifestyle

Planning for the unexpected and protecting your unique lifestyle are essential for your overall portfolio.

  • Personal umbrella
  • Excess liability
  • Cyber threat protection
  • Professional liability
  • Kidnap and ransom
  • Nonprofit Directors & Officers
  • Workers’ Comp and EPLI
  • Event and liquor liability
  • Disability and health insurance
  • Travel insurance
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Smiling Family of 3

Protect Your Legacy

Organizing your estate and planning your legacy today will ensure you have everything exactly the way you want it.

  • Wealth management
  • Business financial planning
  • Estate tax planning
  • Income tax reduction
  • Retirement planning services
  • Income-to-wealth transitioning
  • Planned giving strategies
  • Variable life insurance
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After our home caught on fire, we learned how important it was to have a holistic insurance evaluation and customized program. Many of our belongings are irreplaceable so I sleep better knowing they are protected and I won’t have any surprises if I have another claim.

CEO of Wealth Management Firm

Santa Barbara, California