Providing the insurance needs of successful individuals 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, a senior account executive, and a claims counselor 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.
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, contact us.