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Private Client Solutions

Those who have attained a high level of financial security want to protect and preserve their assets. Affluent individuals and families have turned to R&IS to design comprehensive wealth protection and wealth transfer programs. We serve those who require a sophisticated approach to personal risk management, offering deep expertise in the full range of specialty insurance products.


High value homes, Aircraft, Yachts, Fine Arts and all other valuables often require more complex coverage options. We understand the complexities and the importance of protecting these, the nuances of insuring historical properties and estates and the passion our clients have for their assets. We guide our clients in how to best protect and secure their most valuable possessions. Our specialists will develop a thoughtful solution that is tailored to your lifestyle. Private Client Services provides a single point of contact and access to a dedicated team of experienced professionals who tailor coverage to suit your needs, so you can focus on what matters most to you.

Family Offices

R&IS defines "family offices" as the entirety of a multi-generational family's business, investment, philanthropic, and lifestyle activities. Depending on the structure of the family, risk management may be coordinated through a family office, and operating company, or through a holding company or trust structure. We work with these enterprises to identify and asses risk across the entire enterprise, develop a risk management and insurance strategy, and deliver service through a dedicated relationship manager and integrated team.

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