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Private Client service and High Value assets

Private Client service and High Value assets

Private Client Service

Our insurance brokerage specializes in niche Private Client Service and offers personal insurance solutions for your high-value property and exposures. Working with our dedicated specialty markets, such as Chubb and Aviva, we craft the perfect portfolio for your personal risk management. These elite products offer the coverage and level of customization required for individuals like you. Some of the advanced coverages you can look forward to include dedicated claims support, custom home evaluation and inspections, risk consultation, agreed value replacement cost coverage or cash settlement.

We also know that Excess Liability insurance is an often-overlooked factor in managing your individual risk exposures; so we customize Umbrella Liability policies to offer up to $50 million in additional liability coverage when your existing liability limits aren’t enough to cover an unexpected accident or lawsuit.

We also understand that as our world gets more accessible, the need increases to tailor coverage to include personal cyber, identity theft, worldwide coverage, and even crisis insurance for kidnap or ransom situations.

We also regularly consult other professionals for legal and accounting advice to ensure your personal insurance program provides you adequate protection while keeping in mind tax and legal exposures. 

This is the Excel Beyond broker service you can expect and appreciate as we help you protect what you’ve worked so hard for. The more you have to lose, the less time you have to manage it. When you have family, multiple homes, fine valuables, and a reputation to protect, insurance gets complicated. We partner with companies such as Aviva and Chubb to make it simple by giving you coverage and a full range of coverage options.


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Full-service insurance brokerage specializing in portfolio management for your business and personal needs.


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