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Private Client Services

As your advocate, we design insurance solutions to protect not only your unique lifestyle but also your legacy, providing lasting peace of mind.

Marsh Private Client Services has been entrusted with protecting lifestyles and legacies for close to 50 years.

As your net worth grows, your financial risks become more complex. For more than 35 years, Marsh Private Client Services (PCS) has helped individuals and families understand these risks, while providing insurance consultation and risk management solutions to address them.

Your relationship with Marsh PCS begins with a comprehensive risk analysis to understand your unique needs and profile. With that information, we build a personal property and liability insurance program specifically tailored to your lifestyle. Throughout your relationship with Marsh PCS, you will have a dedicated personal risk advisor who monitors your program over time to help ensure it keeps pace with your changing financial circumstances.

We work with the nation’s top specialty insurance carriers serving individuals and families to help you choose appropriate customized insurance solutions.

Personal Risk Analysis

When you work with us, we begin by performing a thorough analysis of your unique personal risk profile and insurance needs. This is an essential first step in providing you with individually customized advice, recommendations, and solutions. First, we analyze your exposure to risk based on your assets and lifestyle in order to identify your asset and liability protection needs. Next, we review your existing insurance program and policies to determine coverage adequacy and identify gaps or overlaps in coverage.

Customized Advice

Based on what we learn about you and your needs during your personal risk analysis, a personal risk advisor will then provide specific options and recommendations for strengthening your insurance program. Our advice will be based not only on your own personal circumstances but also on our years of experience helping to protect successful individuals and families. We also provide access to loss mitigation services to help protect your property, valuables, and assets.

Claims Advocacy

If you should ever suffer a loss, a member of our team of dedicated claims advocates will be available to file a claim with your insurer on your behalf. Your claims advocate will also provide support and guidance throughout the entire claims settlement process.