Our Private Client Practice is an independent MGA partner specializing in affluent personal lines risks. Built for retail agents who need specialty expertise, reliability, and clear communication, our practice is positioned around bespoke solutions for complex personal insurance needs.
We help retail agents deliver customized protection for affluent and high-profile clients through specialty expertise, exclusive access, and boutique-level service. We utilize carefully selected carrier relationships, exclusive program access, and a collaborative underwriting style to deliver tailored solutions. Our approach is to be a long-term partner, supporting retailers beyond a single quote opportunity.
Specialty Expertise
- Primary, secondary, and vacation homes
- Condominiums
- Short-term and long-term rentals
- Builder’s risk, renovations, and course of construction
- Fine art, jewelry, and other collectibles
- Yachts
- High-value personal auto, antique, and collector vehicles
- Primary and excess flood
- Comprehensive personal liability, umbrella, and excess liability
- Earthquake
- Deductible buyback
Built for High-Net-Worth Risks
- Specialist focus on affluent personal lines
- Exclusive market access and program capabilities
- CAT capacity available in California, Florida, and other coastal and wildfire-exposed locations
- Thoughtful carrier selection based on service, flexibility, and long-term partnership value
- Clear communication and accountable response times
- Creative structuring for layered and complex risk portfolios
- Consideration for high-profile individuals, celebrity-type profiles, trusts, LLCs, prior losses, and unprotected exposures
Our value proposition centers on transparency, responsiveness, creativity, and a deliberate partnership model that helps agents feel supported in front of their clients.
