WFG Private Client Insurance

Our exclusive WFG Private Client Insurance, is a dedicated service designed to provide white-glove, customized solutions for high net-worth individuals.

What sets WFG Private Client Insurance apart is our access to unique markets specializing in high-value homes, collections, and other exclusive worldwide exposures.

Our Private Client team is committed to offering exceptional insurance services tailored to meet the unique needs of affluent clients. This includes those with:

Liquid assets over $5,000,000
High-end homes exceeding 3,500 square feet
Properties with a re-build value greater than $2,500,000
Condos over 2500 square feet
Valuable collections such as fine art, wines, antique cars, and watercraft, including yachts.

Our team possesses highly specialized knowledge skills and brokers to address the insurance needs of emerging wealth, affluent families, and global family offices.

As part of our Concierge Service, your clients will have a dedicated Account Executive who will communicate, manage, and mitigate their individual risks. We offer tailored coverage to meet their specific requirements, ensuring their privacy through confidentiality agreements.

Our leverage with the highest-rated insurance carriers, combined with global capabilities, guarantees expert knowledge and a seamless experience. We pride ourselves on simplifying and administering their insurance portfolio, providing both short and long-term tailored coverage strategies to protect their valuable assets.

To simplify what our appetite is please use the below criteria as a guideline to refer your client to our Private Client team. Should the criteria below not be met, our home and auto broker team can assist your client.

Aon’s Private Client Risk Appetite
3,500+ sq ft homes
High end condos 2,500 square feet
Houses over $2,500,000 In rebuild value
Individuals & immediate family members occupancy
Registered in personal name or personal holding company
High value watercrafts
Valuables (art, jewellery, wine collections)
Multi generation/family office

Risks to Decline
Foreign Ownership
Multi Non-Related Ownership
Non-Financial Institutions Mortgages
Cancellation for Non-Payment/ Multiple Fails Payments
Short Term Rentals Air BnB/VRBO homes
Multiple Claims over 5-year span
Standalone Rental Properties
Standalone Cottages
Standalone Automobiles

Should your client meet the above criteria please send our team an email to [email protected] Please include the following information.

1. Client Name or Family Office Name
2. Home Address
3. Client phone number
4. Client Email address

 

One of our dedicated Private Client Brokers will reach out to your client within 24 business hours to discuss their needs and analyse their risk.