Private Client Service

Beyond Insurance Private Client Service

Tailored insurance solutions for our most discerning clients.

Our Private Client Service helps you protect your wealth in a way that aligns with your goals, values and unique achievements. As a result, you are more available to pursue your purpose-driven, passionate life and take pride in what you’ve achieved.

What you can expect from Beyond Insurance:

Custom tailored insurance coverage for your unique risk portfolio
Clear, open communication and education around your insurance, your deductibles, and your coverage
A full audit of your current risk exposures, followed by our expert recommendations on optimizing coverage, discounts, and products
Elevated claims service and advocacy
Dedicated team specializing in Private Client products

Specialized coverage for:

Jewelry
Bicycles
Art
Wine collections
Valuable articles
Pleasure crafts
Collector cars
High value, custom homes
Vehicle insurance
Cyber protection
Personal Legal expenses
Kidnapping insurance
Personal Umbrella insurance

Make an appointment with one of our insurance experts today. We are happy to assess your insurance needs, no obligation.

Call Toll-Free 1 (888) 848 5795

Meet Our Dedicated Team of experts

An Chapman, CAIB

Matthew Cassidy, CAIB

Ricardo de Guzman Jr., FCIP CRM MIBA

Madeline Potter, BA Psychology

Kaylee Raymond, CAIB

Greg Weik, CAIB

Our Partners:

intact

chubb

aviva

VIP Umbrella

VIP Jewelry

Summer Vehicles

Earthquake insurance