We meet the needs of the high net worth consumer
Servicing the insurance needs of the affluent consumer has been the cornerstone of Ericson Insurance for many years. Asset protection drives the insurance program design, typically utilizing large deductibles to manage premium and high liability limits to protect net worth. Confidentiality is paramount.
Each client is assigned a lead advisor and two senior account executives for an unparalleled service experience. The team builds a close relationship with the client and their family to be sure all needs are met. We work with the client’s other advisors and/or family office to ensure synergy amongst all professionals.
The service level and attention to detail is distinctive and has led to consistent above average growth. The team provides contact information to allow access 24/7.
Background checks for domestic employees, personal property inventory, and personal security advice are a few of the services provided.
To learn more about Ericson’s Private Client Services,
call and speak with one of our advisors