Private Client Services (Personal Insurance)

Private Client Services (Personal Insurance)

What's New?

  • Property & Casualty Insurance Services

    PRIVATE CLIENT SERVICES (INDIVIDUAL RISK MANAGEMENT AND PERSONAL INSURANCE PORTFOLIOS)

    High net-worth individuals often accumulate a wide range of valuable possessions and property – and with them substantial exposure to financial loss.  Fine homes, distinctive vehicles, rare fine art and jewelry collections, aircraft and water craft are among the items acquired – too often without enough thought given to their value, protection and possible replacement.  In addition, many people also underestimate the ongoing income their families would need to live on comfortably without them.  Fortunately, EPIC’s experienced and knowledgeable Private Client Services team can help you to thoroughly identify your personal exposures to loss and protect you and your family with a customized insurance portfolio and risk management plan.

    EPIC’S CONSULTATIVE APPROACH INCLUDES:
    • Personalized “invest the time to understand the client’s needs and lifestyle” philosophy
    • Comprehensive personal risk review and exposure analysis performed annually
    • Identifying uncovered exposures and recommending practical, cost-effective solutions
    • A strong focus on loss prevention and eliminating, reducing and transferring risk
    • Design and delivery of a truly customized insurance portfolio
    • Overseeing and managing all aspects of our client’s on-going personal insurance needs
    • Dedicated in-house claims manager
    • Complimentary back ground checks of private staff
    THE EPIC EDGE

    We specialize in personal insurance for high net worth individuals with complex insurance needs.  Our long and positive carrier partnerships ensure we can deliver the most innovative products and services, competitively priced, from financially strong and stable insurance companies.

    FOR MORE INFORMATION PLEASE CONTACT:

    Susan Cereghino (San Francisco)
    415.356.3940

    Stan Sanchez (San Francisco)
    415.356.3987

    Mike Sukle (Concord)
    925.822.9058