Identifying Threats to Private Client Wealth
Risk Strategies Private Client Services prepares successful families and individuals to face a complex future with confidence. We partner with our clients to optimize their insurance protection and improve resilience. Our private client advisors will review the 15 Red Flag Questions with you to identify potential areas of increased risk and exposure, along with any gaps in your insurance coverage.
Complete the simple form below to request a confidential risk assessment and insurance program review. We look forward to connecting with you.
15 Red Flag Questions to Identify Gaps in Coverage & Areas of Exposure (view a printable copy):
🚩 Have you recently had a comprehensive review of your personal insurance program?
🚩 Do you currently employ any domestic staff (nanny, cleaner, gardener, house manager, etc.)?
🚩 Do you and/or your family travel internationally for leisure or adventure?
🚩 Do you or any members of your family sit on for-profit or not-for-profit boards?
🚩 Do you own your own business?
🚩 Do you own any boats or yachts?
🚩 Do you fly private? Do you own a plane or a fractional share of a plane? Are you a member of a private jet club?
🚩 Does your family hold Life Insurance coverage? If so, when was the last time it was reviewed?
🚩 Do you have flood insurance on your primary home? Secondary homes?
🚩 Do you have earthquake insurance on your primary home and/or Secondary homes?
🚩 Does your homeowners policy include wildfire defense solutions?
🚩 Do you have cyber coverage for you and your family?
🚩 Do you have collections of fine art, jewelry, memorabilia, or other collectibles?
🚩 Are any of your assets or properties in the name of a Trust or LLC?
🚩 Do you have an umbrella or excess liability policy? Have you recently evaluated your policy limit?