We offer the most complete range of services available. We achieve this by:

• Relying on a network of international experts to derive optimal solutions for your unique needs. Our advisory services are structured around your family, taking into account the economic, financial, tax and legal environment.
• Constantly adapting to the changes in our world, and following closely any natural threats, acts of war and terrorism, or advisories from the Department of State. We provide coverage for kidnap and ransom exposures, as well as for personal protection.
• Striving to perform beyond excellence in providing you with support and relief.

We provide asset advisory services, such as:

• A complete assessment of your assets, explaining differences in replacement value, actual value, and appraised value.
• Risk analysis for each asset, including risk of loss due to earthquake, cyclone, burglary and theft.
• Recommendations for risk avoidance and risk reduction as alternatives to risk transfer through insurance.
• Thorough analysis of potential threats and weaknesses.

We conduct liability exposures analysis and will provide:

• Analyses of your personal and professional activities with an eye on personal financial protection.
• Analyses of risks associated with your role as a director and officer of public, private, and non-profit organizations.
• An assessment of the specific risks associated with the operations of a yacht or private plane, with country specific liabilities.
• A review of contracts with your domestic employees, yacht crew, pilots, as well as coverages already in place.
• Analysis of the elements of your personal balance sheet and cash flow needs.
• Matching your potential liabilities and existing insurance coverages.

We offer tax services:

• We work with your tax advisors in issues that relate to insurance planning.
• We assess the tax impacts of major loss reimbursement.

We provide fiduciary services:

• We offer administration of all insurance contracts, including policy declarations, loss notification, and changes.
• Payment of all premiums.
• Certificate of insurance as required by law or third party.
• Maintenance of up-to-date information for insurance companies.

We offer legal assistance:

• Help in the selection of the appropriate counsel.
• Coordination with insurance company loss adjusters.
• Public relations advice on how to avoid bad publicity in the event of litigation.
• We coordinate with corporations on behalf of the defense of an individual in the event of director and officer litigation.
• We advise our clients of the legal requirements for workers’ compensation insurance as it relates to personal employees.

We work with your trusted advisors

• Counsel
• CPA
• Asset manager or Private Client Bank