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Insurance can play a vital role in your wealth management and succession planning strategy. We offer tailored solutions that can enable you to manage risk, invest more efficiently and secure other benefits for your estate.

Well-designed insurance solutions

Well-designed insurance solutions can help you deal with unforeseen events, enhance investment efficiency and provide significant estate planning benefits.

Tailored life insurance solutions

Life insurance is an important tool for protecting and preserving your wealth. We can develop tailored life insurance structures to address your specific needs. For example, your family may need life insurance for estate tax planning purposes, or you may want to use life insurance and buy-sell agreements for business succession planning. Other situations may involve term life or permanent life cover, long-term care, wealth transfer planning or executive benefits.

Insurance for your personal safety, private care and fine valuables

We offer a range of insurance policies designed to protect you and your investments, whatever form your interests take.

Insurance for special interests

  • Aviation
  • Yachts and watercraft
  • Classic automobiles
  • Fine art

Insurance to safeguard property

  • Homeowners
  • Valuable articles
  • Condominiums and cooperatives
  • Automobiles

Insurance for added protection

  • Flood
  • Wind
  • Earthquake
  • Umbrella/Excess liability

Insurance to guard against the unthinkable

  • Kidnap and ransom
  • Extortion

Insurance for business and family interests

  • Directors and officers
  • Family office liability
Because we're not limited to in-house insurance products, we can tailor each solution to meet your objectives.
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