High Standards Matter. Private Client Services
With Success Comes High Expectations.
You deserve someone who understands your unique needs. Someone who communicates clearly. Someone who knows cookie-cutter solutions won’t cut it. At Relation, you’ll benefit from an extraordinarily high standard of service and protection, from professionals who understand the complexity wealth brings and have the experience, carrier relationships, and tenacity to find coverage when others can’t.
Get Peace of Mind, Early On.
Protection shouldn’t be an afterthought. When our clients include us on their team of advisors, we’re proactive, reducing the administration and preparation it takes to provide the coverage you need.
You’ll Benefit From Our 360º Process.
We not only provide all-round insurance solutions, we take a 360° approach to service as well, centered on you.
Listen & Learn
We listen to your needs and goals, getting to know you as you, not just a policy. We’re not working up to a transaction, we’re building a relationship.
Plan & Prepare
You personalized solutions based on your unique needs—buttoned up and ready without hassles, headaches, and fire drills.
Advise & Activate
Reviewing options with you, we answer questions and offer guidance. Then we activate your chosen policies to protect what matters most to you.
Monitor & Manage
There’s no set it and forget it. We oversee your coverage, check in to ensure changes are addressed, and keep the lines of communication open.
Respond & Renew
If claims arise, you can count on us to be by your side, helping to navigate the process. At renewal time, we’re proactive in keeping you covered and up to date.
Unique Solutions For Your Unique Needs.
Standard policies aren’t designed to meet the requirements of successful families. You need specialized coverage managed by experienced professionals who understand you.
Family Office Risk Management
Ensure your legacy by protecting wealth and assets not only for today, but future generations as well.
Auto
High-end autos—whether luxury, supercars, or classics—don’t just provide more satisfaction, they demand specialized protection.
Property and Liability
Don’t let risk overshadow the enjoyment your luxury properties provide you and your family.
Aviation
Make sure your aircraft is covered with the same attention to detail as you employ when operating it—with care, skill, and experience.
Boats, Yachts and Personal Watercrafts
Take to the water without a worry, knowing your vessels—regardless of size—are sufficiently protected.
Equine
Protect your equine interests, personal or commercial, with highly specialized coverage and expertise from track to paddock.
Collector’s and Specialty Insurance
Protect what you treasure with coverage tailored beyond “off-the-shelf” policies so you can simply enjoy them.
Life and Health
Protect your health and wealth with customized solutions for comprehensive asset protection, estate planning, and access to premium healthcare services.
Request A Personal Risk Management Review.
See what a review of your current insurance coverage and risk management strategy uncovers. You may find that you’re adequately protected. You may find otherwise. Either way, you deserve to know for your peace of mind.
Let’s take a look at your situation at no obligation or cost.
