Comprehensive net worth protection, tailored for you and your life plans
Our private client team delivers a highly personalized, concierge-style risk management strategy to protect you.
Custom protection plans for complex personal portfolios
Our services take a holistic view of your assets: homes, collections, vehicles, travel, and liability exposures — to create a cohesive and durable insurance strategy. We work closely with each client to understand their unique lifestyle, financial considerations, and short-term and long-term goals. We create bespoke programs to align to your specific and evolving needs. By taking the time to know our clients, we never fall back on boilerplate solutions.
For us, designing your coverage is not a box-checking exercise. Our team conducts comprehensive reviews of every personal line of coverage to identify exposures and ensure you are covered to protect and maintain your lifestyle. This includes disability and life insurance. We collaborate with specialty carriers that offer exclusive programs designed for individuals and families with complex insurance needs and unique assets.
Personalized service responsive to your evolving needs
Our dedicated team members serve as your single point of contact for all personal risk matters, including: coordinating claims, negotiating renewals and ensuring every policy within your program integrates fully and successfully in protecting your assets and lifestyle.
We act as strategic advisors as well as advocates behind the scenes, working with underwriters, adjusters, and legal teams when necessary, so that the day-to-day details of your personal insurance plans are handled for you.
We annually assess your risk management program and are always on-call to talk through your life changes, whether you’re purchasing a second home, adding staff, acquiring artwork or expanding international travel. Everything we do is oriented around delivering ease, confidence and peace of mind.
Net worth protection that fits your needs
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Frequently asked questions
Income and wealth protection refers to comprehensive, gapless insurance strategies designed to safeguard your property, lifestyle, and liability exposures—ensuring no gaps in coverage across your assets.
We holistically assess and cover the totality of your assets, liabilities, income and wealth. We customize your coverage with access to premium carriers and white-glove service.
We offer regular reviews and update your protection strategy in real time—whether you acquire new assets or undergo family or financial changes. Working with a boutique brokerage allows our clients to benefit from a personalized, integrated and always-on approach to client service.
We collaborate with your legal, tax, and wealth management teams to ensure your risk strategy is fully integrated into your broader financial, wealth and life planning.
Talk to us today about net worth management strategies
When we say we are “client first,” we mean it. The best way to learn more about how JMBI can help build a risk management plan is to talk to one of our industry leading professionals.