Private Client

We develop custom plans tailored to your family’s unique situation, ensuring you are covered for emergencies and that you are positioned to achieve your financial goals and secure your future legacy. We can assist in designing programs and introducing solutions and products which address income protection & replacement, life and disability Insurance, wealth protection, wealth transfer, philanthropic planning and long-term care. All of this comes with attention to detail including a review of confidential medical & financial underwriting, account service and personal risk management programs in place.

Families have trusted JMB Insurance to provide attentive service and insightful risk management solutions for nearly 50 years. Our Private Client team brings expertise and creative thinking to the design of customized insurance and risk management programs for both families and multi-generation family offices.

We identify and understand your assets, exposures and objectives. We collaborate with other advisors and family office leadership to implement and actively manage your program. By committing to long-term partnerships, we ensure that your coverage supports your personal goals and objectives. Your plan will have options and unique solutions combined with continual review and support.