Private Client Coverage Solutions
Delivering refined protection for exceptional lifestyles
Successful individuals and families can face a complex mix of professional and personal risks that require extraordinary protection. That’s why a well-structed risk management program plays a crucial role in balancing wealth preservation with peace of mind.
From multiple properties to jewelry and art collections to luxury cars and boats, we’re your partner in protecting the people, lifestyle and assets you love most.
Personalized solutions
Oswald’s Private Client insurance specialists offer tailored, comprehensive solutions for successful individuals and families who lead lives that are anything but ordinary. We deliver this through a specialized approach built around three main steps:
- Discovery. We gain a deep understanding of your wealth structure and specific needs to conduct a thorough risk assessment and prioritization.
- Program Optimization. We build and implement a holistic portfolio to maximize coverage and streamline costs.
- Monitoring and Refinement. In an ever-changing landscape, we regularly update risk assessments and refine mitigation strategies to continuously align with your priorities.
We work with you and your advisors to take an in-depth look at your personal and professional structure. From there, we create a tailored risk management plan designed to help preserve your legacy with a clear focus on the future. Our commitment to proactive consulting also means we respond quickly and knowledgeably as your needs evolve, helping close gaps that could put you at risk later on.
Insight you can rely on
Oswald’s vast experience and industry knowledge bring you a unique perspective and entrepreneurial thinking for creative solutions tailored to your needs. You can rest easy knowing our clients are supported by Oswald’s dedicated, in-house team of advisors, not a third-party call center.
We understand that successful families face greater personal risk and added complexity when protecting their assets. The team at Oswald strives to ease the burden of safeguarding the legacy you have built today for tomorrow and generations to come.
Comprehensive lifestyle protection
We offer insurance coverage that’s as unique as our private clients’ extraordinary circumstances.
Claims consulting and advocacy
Our superior coverage solutions come with superior claims services — because when it comes to preserving your passions, protection from losses matters.
We take an active approach for the lifecycle of a claim to drive the best possible outcomes. When you file a claim, we partner and actively engage with you to reduce the burden that a claim experience can bring. Whether we need to engage subject matter experts or leverage carrier relationships to overcome roadblocks, we’re here for you.
When a claim is filed, you can count on:
- Claim reporting
- Claim preparation assistance
- Open claim review and oversight
- Reserve monitoring
- Settlement strategies
- Review coverage letters
- Pre-claim consultation
- Service provider referrals
- Legacy management of existing claims backlog
Private clients
We’re dedicated to serving affluent individuals and families with unique personal risks that require innovative, customized solutions, including:
Keeping a pulse on the insurance industry
Want to learn more about the personal insurance market? Our risk management and insurance advisors are committed to continuous education and proactive engagement. Check out our upcoming seminars, lunch-and-learns, webinars and continuing education events to stay in the know.
Contact us today for a personal risk assessment and recommendation — there’s no obligation.
You can schedule a time to connect with us.
Or, request a comprehensive market analysis. Our detailed questionnaire captures the core components of your program structure. Providing current policy details helps us offer tailored recommendations to optimize your insurance protection.
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