Private Client Services: At-A-Glance
$680M
Premium
Top #10
Writer for High-Net-Worth Carriers
400+
Risk Strategies Private Client Employees
Key Benefits of Joining Risk Strategies Private Client Services
We invite you to take a closer look at the benefits of a partnership.
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Industry Leadership: 9th largest privately held U.S. brokerage firm, with expertise in more than 30+ specialty practices. |
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Sales Enablement: Access to customized templates, forms and sales tools. |
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Preferred Partnerships: With all the top carriers in the high-net-worth space as well as with carriers in the middle market space, both nationally and on a regional basis. |
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Tailored Services: Dedicated client segmentation and resources for middle market, Private Client, and Family Office clients. |
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Comprehensive Risk Management: Access to enterprise risk management and loss control experts with a focus on identifying areas of exposure and developing risk mitigation strategies. |
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Marketing: Access to outbound marketing campaigns and custom marketing resources to drive customer engagement and cross sell opportunities and develop relationship with prospects. |
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Experienced M&A Team: Dedicated onboarding and integration. More than 170 firms have joined our retail and whole businesses. |
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Industry Specialization: Distinguished leader in the fine art, aviation, and marine and yacht specialties |
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Market Reach: Ability to write business in all 50 states, as well as internationally. |
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Carrier Access: Specialized carrier access and nationally recognized expertise for unique risks and specialty interests including fine art, marine, aviation, equine, and more. |
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Claims Support: Experienced team of claims advocates dedicated to the Private Client practice who work locally on behalf of our clients to proactively manage the claims process through to a fair and timely resolution and settlement. |
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Operations: Access to a national outsourcing vendor which provides additional resources and standardization. |
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Leadership: Regional leadership team dedicated to the needs of the Private Client practice, with decades of experience on the retail, wholesale, and carrier sides. |
Private Client Services Practice Leadership
National Private Client Services Practice Leader
Chief Operating Officer, Personal Lines
Associated Specialty Practices
Click the name link on the images below to learn more about the specialty practices aligned with Private Client Services:
Fine Art
The fine art specialists at Risk Strategies help private collectors preserve the value and long-term enjoyment of their acquisitions and collections. We help our clients evaluate current coverages, identify gaps, secure coverage, and develop the most comprehensive ways to manage and mitigate their risk and exposures.
Key Facts:
- Over 250 years of experience in fine art
- Recognized as a top-3 writer of fine art insurance in the U.S.
- Ability to curate insurance plans for private collectors, corporate collections, museums, art dealers, foundations, and arts
- Dedicated team of fine art claims advocates
Boats & Yachts
We are a national leader in marine and yacht insurance through the expertise of our industry specialists from Gowrie Group and Atlass Insurance Group. We understand the unique and complex risks that come with owning and operating yachts of all types and sizes. As specialty marine risk advisors, we work closely yacht owners and yacht management teams to understand our clients’ priorities and risk factors, so we can design custom, comprehensive risk management solution that allow our clients to enjoy their domestic and international yachting lifestyle with confidence.
Key Facts:
- Team of 50 yacht and marine specialists
- 11,000 total yacht policies
- 25-year partnership with U.S. Sailing, national governing body for the sport of sailing
- Insure the U.S. Olympic Sailing team and their racing boats
- Insure more than 50% of U.S. yacht clubs
Aviation
The aviation insurance specialists at Risk Strategies understand the complex exposures that come with flying private, fractional ownership, Jet Card Memberships, operating drones, and owning aircraft of all sizes under FAA Part 91 operations. We understand that our clients fly privately for a variety of reasons — weekend getaways, lunch on a nearby island, business commuting, private pleasure travel, or just for the view. Regardless of the reasons for taking flight, we offer comprehensive insurance solutions to protect our client’s aircraft and passengers, minimize their risks and exposures, and maximize their safety and flying enjoyment.
Key Facts:
- Over 150 years of collective experience
- Team of 10 aviation specialists
- Access to high limits — $1B for Aviation General Liability and up to $750M for corporate jets and commercial operators
- Long-term relationships with key aviation carriers
- Inhouse aviation claims experts and advocates
Testimonials from Recent Private Client Acquisitions
"The quality of the people and the operational platform we saw at Risk Strategies and their specialist approach to client service and collaboration gave us great confidence that we have found a partner that is aligned with our vision and will support our unwavering commitment to our clients."
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"Having a national scale firm behind the Fine Art group brought new resources and market leverage with real client benefit. Premium volume with an individual carrier in the Fine Art practice might be small, but many times larger across Risk Strategies as a whole. The entirety of that relationship can have real meaning in a tough negotiation."
"Selling to Risk Strategies was a natural fit. We talked with over a dozen firms and Risk Strategies stood head-and-shoulders above the rest. Their specialty approach paralleled nicely with Gowrie’s formula for success. Within this process, the people we met at Risk Strategies and the way they conducted and presented themselves – gave me confidence we were on the right path."
