Asset protection coverage for what matters most
At JMBI, we design asset protection strategies and plans to ensure that you have the appropriate insurance for your lifestyle and total confidence that your possessions are protected.
A private client team that works and grows with you
JMBI’s private client team brings decades of experience navigating the unique exposures faced by individuals and families with significant personal assets. From art and aviation to coastal homes and collector vehicles, we design forward-thinking strategies that evolve with you and your family.
We coordinate directly with your legal, financial, and estate planning teams to ensure your personal insurance aligns seamlessly with your broader wealth management approach. Through open and consistent communication, we act as your trusted advisors and advocates in the risk management planning and claims management process.
Our deep relationships with premier insurance carriers enable us to access bespoke insurance solutions tailored to your life, family and the changing risk landscape. We negotiate enhanced terms, appropriate coverage limits and favorable underwriting for nuanced needs — delivering the kind of protection, transparency and efficiency that only comes from truly personalized service from professionals who are leaders in the industry and committed to understanding your life and goals.
Peace of mind comes from comprehensive security and protection strategies
We pride ourselves on designing, implementing and continuously adapting private client strategies for individuals and families, becoming trusted advisors within and between generations. By taking stock of every individual’s asset portfolio, we embrace a goals-forward approach to ensuring that all your assets are protected today and for the future. In a constantly evolving risk landscape, our clients are able to achieve stronger peace of mind knowing they have had a risk management partner who has thought of and addressed every detail or concern along the way.
Key advantages of our asset protection solutions
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Frequently asked questions
While trying to secure your own insurance coverage might seem more convenient at first, working with seasoned and well-connected insurance brokers at JMBI can help you take a more holistic view of your risk management needs. Our team works with you to assess your assets and different insurance carrier options, allowing you to leverage our professional insight and counsel to help you choose the best insurance package for you. Moreover, when claims arise, working with JMBI means you have an advocate on your side, simplifying the claims process and ensuring the best possible result.
We protect a wide range of personal assets, including primary and secondary homes, luxury vehicles, fine art, jewelry, wine and spirits collections, watercraft, and more.
Our private client advisors provide high-touch service and tailor every policy to your unique risk profile—ensuring robust coverage at the best value available in the marketplace. We care about our clients get to know them, their families and their financial positions and plans to make sure they feel confident that the solutions and service we provide prioritize their needs first and are truly customized for them.
Yes. We collaborate closely with your legal and financial teams, as well as strategic advisers to align personal risk management strategy and products with estate planning, trusts, assets & liabilities, and tax considerations.
Contact us today to learn more about asset personal liability protection
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.