fundamentally different.
Our Services
Private Client Insurance
For individuals and families
The Private Client business was founded in 2022 in partnership with Capital Strategies Group, Inc. (CSG). Capital Strategies is a preeminent life insurance brokerage firm serving ultra-high net worth individuals and families. The Private Client partnership with CSG will continue with a long-term plan for collaboration between our people and businesses. Our strategy is built fundamentally differently to deliver proactive service to serve a specialized group of clients with complex/high valued risk profiles. We have contracts with a narrow group of specialty insurers to support our niche approach.
Commercial Insurance
For Businesses
Aligned with our Private Client strategy, we will remain narrow in our insurance company relationships and disciplined in where we fit in the marketplace. While our collective team has a broad range of client experience, we will initially focus on core operating businesses in the Southeast region. We believe a combination of experience and capacity to focus on one client at a time will differentiate us as creative problem solvers. We will lead client relationships with tailored service commitments and fully aligned, transparent compensation agreements. The quality of our work product will be visible to our clients to ensure their story is being communicated accurately and effectively to the marketplace.