For over 10 years Jeff has advised and placed insurance products for wealthy families on their personal and commerical insurance needs. Having the unique ability to understand the commerical and personal sides of the affluent client, Jeff offers a "Concierge" level approach to managing an insured's risks. Specialties include Aviation, Yacht, Multi Residence locations, and ultimate wealth preservation through property and casualty insurance and strategy implementation.
Insurance Placement - Risk Management -Consulting - Affiliate Partner Providers offering services specific to affluent families and family Offices
Family office, closely held affluent families, and those who embrace risk mitigation as the first line of defense.