Private Client Advisors

High-Net-Worth Risk Management

High-net-worth individuals need special coverage to protect their legacy. But one person’s legacy is different than the next; that’s why it’s crucial to have access to a custom risk management experience and exclusive insurance portfolios that not only match diverse needs, but also grow as individual wealth grows.

Our Solutions

Woodruff-Sawyer’s Private Client Advisors service offers the strategic direction you need by building insurance portfolios that guard personal assets. Best-in-class risk management and insurance is tailored and negotiated to support the individual circumstances of our high-net-worth clients.

We secure coverage in several areas, including home, automobile, valuable articles, watercraft, flood and personal liability. We also offer individual coverage for employment practices, directors and officers and workers’ compensation as needed.

Our approach to risk management starts with a custom review that looks at full assets, security, valuation and risk to make sure potential threats are exposed and coverage is broad.

We’re with you for the long haul, too. We review your portfolio at annual policy renewal to ensure coverage accurately reflects the current circumstances, and assign a dedicated account manager in the event of a claim to ensure a swift and fair claims settlement.

With us, you’ll always have access to an in-house team of experts who are available to help with loss concerns.

Benefits and Advantages

High-net-worth individuals benefit from our services in the following ways:

  • Access to trusted advisors who are an indispensable part of a wealth preservation team
  • The exact type and amount of coverage needed to protect all aspects of personal wealth – no matter how they evolve over time
  • Managed claims resolution in the event of a loss to ensure a fast and positive outcome