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Private Client Services

Protect your assets to optimize your rewards.

You never know when something will happen, but you can know who has your back. ABD helps you identify potential risks that could affect your assets, property, and your way of life. We help you understand policy exclusions, pricing changes, and regulatory requirements. Our experts will structure a program that protects and allows you to reap the rewards you want over time. When you experience life and family transitions or unexpected events, we’re there to help you navigate them.

Services and Solutions

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Partner with ABD

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In The Know

Navigating the Wildfires: Claims Adjusters and Other Players in Claims Handling

Adjusters are not all the same and understanding the type of adjuster you are working with is important.

Learn More

Services & Solutions

Lines of Coverage

  • Personal home and auto coverage
  • Excess liability insurance
  • Jewelry, fine art, and wine collections
  • Collector vehicles
  • Boat, yacht, personal watercraft
  • Life, long-term care, and disability insurance

Deep Expertise

  • Over 1,800 clients and their families depend on ABD for private insurance needs
  • Deep relationships with top carriers to design the best program to protect your assets

Proactive Services

  • Pre-renewal meeting to update family members, assets, valuations, and deductibles
  • Annual renewal to update policies and coverages
  • Flexible services as your family grows
  • Private collection appraisal

Partnering with ABD

We partner with you to understand your needs and define strategies to give you peace of mind, so you can pursue your goals and dreams.

Discovery

  • Lead with a fact-finding deep dive
  • Start with consultative and proactive approach

Alignment

  • Address deep risk and financials
  • Build trust with communication

Advocacy

  • Protect assets and family members
  • Work with you to understand policy exclusions, pricing changes, and new requirements

Proposal

  • Utilize cutting-edge software to provide personal analysis plan
  • Design custom program

Activation

  • Continue proactive approach to help ensure financial security

Engagement

  • Provide strong administrative support and counsel throughout entire process

ABD Insights

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Overview: Private Client Services

Protect your assets to optimize your rewards.
Download Now

Private Wealth Clients: Understanding your Umbrella Policy

Private wealth clients have complex insurance needs. One of the policies we most recommend is umbrella coverage.
Read More

Life, Disability, and Long-Term Care Insurance

Working closely with you to help you understand the risks you have relative to your assets, your property, and your way of life.
Download Now
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