Wealth Insurance

Comprehensive Insurance for High-Net-Worth Families

Protect your wealth, your legacy, and the people you love with insurance strategies designed for complex financial lives.

Tailored Coverage for Every Life Stage

Life Insurance

Life & Legacy Planning

Permanent and term life insurance structured to preserve wealth, fund trusts, and provide for your heirs tax-efficiently.

Property

High-Value Home & Asset Coverage

Specialty homeowners, fine art, jewelry, and watercraft coverage for assets that require more than standard policies.

Long-Term Care

Long-Term Care & Disability

Protect your income and your family’s standard of living with disability income and comprehensive long-term care insurance.

Insurance coordinated with your complete wealth picture

Our Private Banking team integrates insurance planning with your investment and estate strategy.