Private Client Insurance

Advocating for you to help protect what matters most

At McGriff, we understand successful individuals and their families face special challenges when it comes to insurance planning. Traditional approaches to homeowners’ insurance, auto coverage, and protection for other assets typically aren’t adequate. You’ll quickly see the difference it makes when you begin working with a McGriff Family Risk Manager. We provide an exceptional level of professionalism, in-depth knowledge, and most importantly, proactive attention to your needs as they evolve over time.

The McGriff difference

Our focus is on you. We start by getting to know you—not just in terms of your assets, but also your personal goals, priorities, risk tolerance and future plans.
Working as your advocate, your Family Risk Manager brings a holistic approach to your insurance planning within the context of your overall financial strategy.
As part of Truist Insurance Holdings, the sixth largest insurance broker in the U.S., McGriff has a 130-year history of putting our clients first. We’re happy to put our size, stability, global resources and carrier relationships to work for you.

Step-by-step process

Assess your current situation: Your dedicated Family Risk Manager will have detailed conversations with you to determine your goals and priorities, including a review of all of your assets. We’ll also look at your current insurance coverages to identify any gaps, overlaps, and other contractual incompatibilities.
Develop customized solutions: We consult and work closely with select high-net-worth underwriters to achieve the optimal insurance solution for you, which is always designed specifically to meet your individual situation.
Discuss suggested risk protection program: We tailor our findings in a detailed, personalized report that includes specific recommendations and accurate comparisons of premiums.
Review and update: Your Family Risk Manager will review your insurance portfolio on a timetable that meets your needs, making adjustments as you acquire additional assets such as sports cars, collectibles, secondary homes, performance boats, and any other new or modified assets.

Coverage offerings

Home (primary residence, vacation homes, rental properties, condos, villas)
Farms and ranches
Automobiles and other vehicles (including classic and exotic cars, motorcycles, recreational vehicles and more)
Watercraft and yachts
Valuables (jewelry, fine arts, wine, silver, gold, etc.)
Umbrella and excess liability
Flood
Aircraft
Equine
Cyber
Kidnap and ransom
Employment practices liability
Domestic workers’ compensation
Nonprofit directors’ and officers’ liability