Private Client
Welcome to the Daniel & Henry family.
On average, our Private Client Account Managers have worked with high-net-worth (HNW) families for more than 20 years. Some have been helping clients preserve their wealth and protect their lifestyle for twice as long.
When you watch a clients’ kids grow up and start families of their own, they become more than just parts of a business portfolio.
That’s why we protect your family like it’s our family.
We’re here when you need us. And we’ll never outsource client service. It’s Daniel & Henry & you.
Integrated Planning & Offerings
The full view and a comprehensive approach.
Affluent families and individuals have unique risks and insurance needs. To help manage those complexities, we recommend an integrated strategy.
Your Daniel & Henry team will coordinate with your wealth advisors and other financial planning professionals (within a Family Office relationship when applicable) to structure a holistic plan. Protecting what you’ve built and addressing potential risks is too important for anything less.
Most of our services and client consultation revolve around:
High-Value Home Insurance, including Multiple Residences
Cash Settlement and Replication Cost for Dwellings
High-Net-Worth Insurance to Value Reports
Flood, Wind, Wildfire and Earthquake Protection and Planning
Valuable Collection Enhancements
Yachts and/or Aircraft
Luxury, Exotic and Collector Automobile Protection
High Limit Excess Liability
Travel, Accident and Global Protection
Domestic Employee Protection
Not-for-Profit D&O
Private Business or Investment Property Coverage
Identity Theft & Cyber Protection
Family Security Coverage and Planning
Affiliations
We are invested in you.
Daniel & Henry’s membership in PAR (Professional Agencies Reinsurance) represents a significant commitment to hold ourselves to a higher standard — and to a level of excellence demanded by high-net-worth clients. Participation requires adherence to a comprehensive quality management program. In return, firms have the opportunity to share in the success, and the risks, of the policies they write.
In short, we believe in you and we believe your risk is well-managed. You’ll know we stand behind the work we do for you, because we’re invested in it too.
