Private Client & Personal Services

WE KNOW PRIVATE CLIENT SERVICES

Significant personal assets require higher levels of protection, often with unique coverage requirements not typically available in standard policies. You deserve competent, trustworthy, personalized attention and that’s what we deliver. 

Integro’s Private Client Services practice views the relationship as a strategic partnership. We discretely create custom programs that are tailored to your needs.

Custom Services for Your Unique Needs

Integro will review your program on an ongoing basis to evaluate potential revisions in response to economic changes, market trends or changes in your needs. We perform our work with complete confidentiality, and are available whenever our clients need us. We know where to find the right product for needs such as:

  • Automobiles: high value, exotic, vintage
  • Homes: both primary and secondary, unique, high value, historical
  • Special hazards including: brush, earthquake, flood and wind
  • Specialty Items: fine art, wine collections, jewelry and other valuable collections
  • Watercraft
  • Aviation
  • Umbrella/excess liability
  • Employment Related Liability: employment practices, workers’ compensation for residential employees
  • Privacy protection / cyber liability
  • Equine
  • Gentleman farmowner’s
  • Family offices
  • Special events/entertainment
  • International exposures: travel accident, home, automobiles, watercraft, medical repatriation, kidnap and ransom

Exceptional Claims Handling Experience

Claims management and monitoring is where we differentiate ourselves. We report the loss on your behalf and remain involved in the process until conclusion. Our role is to be your advocate with the insurance company to achieve a fair and equitable outcome.

Executive Private Client Financial Services

In addition to mitigating risk and protecting assets for our private clients, Integro is able to service the personal financial needs of client by providing access to some of the finest financial tools available in the marketplace. 

Our consultants work with clients individually to develop customized insurance and financial strategies in the following areas of expertise:

  • Life Insurance Planning
  • Estate Planning
  • Wealth Transfer Techniques
  • Business Succession Planning
  • Disability Income Replacement
  • Long Term Care Financing Strategies
  • Personal Retirement Planning
  • Wealth Management Services

Let’s start a conversation

Tell us what you’re looking for. One of our experienced brokers will reach out with coverage options and answers.