Private Client

PRIVATE CLIENT: Property/Liability and Financial Solutions

We help clients align employee, executive and professional health and welfare benefits to appropriately support the

recruitment and retention of talent, while meeting their business goals and objectives. 

Private Client Background
Comprehensive Risk Management – Financial Solutions
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.
JMBI Private Client Services
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.
Comprehensive Risk Management – Personal Property & Casualty
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.

Experience the JMBI Difference


We are committed to delivering the deepest industry insights to plan and execute powerful strategic solutions and risk management.