Approach

Risk management is as important to preserving your affluent clients' assets as sound investment strategies, tax planning, and legal advice. Leipsic designs, implements, and manages insurance portfolios to protect the fixed assets on your client's personal balance sheet, and cover exposures to financial loss from personal liability lawsuits.

Our approach is based on our belief that by working through you, the primary advisor, your client benefits from consolidation and a single approach to wealth management. We work through trusted relationships in a truly collaborative approach, offering advice that is independent and unbiased. We take care of every detail of your client's property and personal liability insurance needs, involving you as little or as much as you choose, respecting your ownership of the client.

Leipsic starts by doing a full analysis of your client's current policies, appraising their assets and risks, then recommending customized solutions to cover their specific exposures to financial loss. We focus on risk identification, risk assessment, risk mitigation, and finally, risk transference.

Once all policies are in place, our advice is put to the test at claim time. We add tangible value by drawing on the industry's best-in-class insurance providers, using some of the broadest contracts available, and reducing the potential for fraudulent claims, among other things. And by doing so, the members of our select client group receive outstanding advice and service in the unfortunate event of a claim.

Insurance Age reports that the personal insurance programs in place for over 80% of affluent individuals and families are inadequate, and fail to provide the kind of asset protection they need. We partner with you to make sure your clients' wealth and assets are protected.