Moreton & Company’s Private Client Solutions fulfills the personal risk management and insurance needs of affluent, high net worth, and ultra-high net worth individuals and their families. We work with only the best high net worth insurance providers to create comprehensive personal insurance programs adapted to each client’s individual needs. By doing this, we help to ensure that your wealth is kept safe and intact, with the ability to grow and adapt with you, your family, and your lifestyle.
Understanding and protecting yourself from the complex risks associated with greater achievement and the acquisition of assets is key to ensuring continued success. At Moreton & Company we understand this, and work with you to create a comprehensive plan that gives you peace of mind.
Services for affluent and High Net Worth individuals include:
- Homeowners & Condominiums
- Personal Umbrella
- Jewelry, Art & Collections
- Natural Catastrophe Protection
- Pleasure Boats & Yachts
- Recreational Vehicles & ATV’s
- Domestic Employee Workers Compensation
- Employment Practices Liability
- Private Aviation
- And more
Many wealth advisors and estate planning attorneys are hesitant to discuss the topic of personal insurance with their clients. However, as a trusted advisor to your clients, you can make this missed opportunity your competitive edge. We can help you understand the risks that your clients face and provide a simple and complete solution to help retain and solidify your relationships.
Services for Wealth Advisors and Estate Planning Attorneys include:
- Personal Risk Management Assessments
- Group Personal Excess Liability Programs