A relationship that’s focused on your needs.

Life is full of uncertainty and with uncertainty come accidents, incidents and situations that cause injury, damage to property and in some cases, financial ruin. Our professionals provide the best risk management and insurance solutions available in the personal lines & private client marketplace.

The Private Client professionals within Willis Towers Watson offer a service standard and resource portfolio that allows us to provide optimal protection for the places and possessions that are important to you, your family and your future. Amidst seemingly unavoidable turmoil, we deliver the certainty, safety and security of a dedicated partner.

180

professionals in the US and Canada

30

 professionals located around the globe

decades

long relationships with insurance carriers across the globe

expertise

with Affluent and High Net Worth clients

leader

in the Private Client and Family Office space

Who We Serve

Any individual or family who:

  • Desires the peace of mind that comes from partnering with a professional who takes the time to understand your risk management needs and has the resources, expertise and creativity to respond to those needs
  • Seeks comprehensive protection for a unique or high-valued portfolio of personal assets, including homes, automobiles, yachts, antiques and other valuables

Our Mission

We focus on our clients’ security and provide peace of mind so they can focus on life. Our mission is to attract and retain the finest talent in the personal risk services space, invest in their learning and development and empower them to provide the BEST service in the industry. We are passionate, we give back and we have fun.

What We Do

Simplification

We can simplify your life by managing all of your personal risks in an intelligent, comprehensive way designed to meet your personal and financial goals and reflect your tolerance for risk. Partnership means communication. Together, we create a deep understanding of your individual situation and your asset protection needs.

Specialization

Experience and expertise in the complex personal exposures that come with significant wealth are crucial to understanding what makes those exposures unique. Willis Towers Watson Private Client has managed individual personal insurance programs for more than 100 years. Like you, we know the difference between the best and second best and unfailingly insist on the former.

Customization

Proper asset security begins with a personal risk assessment – a hands-on, analytic process designed to produce a comprehensive asset protection program unique to your situation and lifestyle.

The evaluation includes:

  • Identification of assets at risk
  • Quantification of loss potential
  • Evaluation of loss prevention
  • Determination of risk tolerances
  • Analysis of existing policies

What Sets Us Apart

Integrity // We step up, do what’s right and tell the truth

We are accountable to our clients, shareholders, regulators, and to each other, for our actions and our results. Our reputation, our most valuable asset, is strengthened by our culture of responsibility openness, and honesty.

Advocacy // We act in our clients’ best interests

We understand the needs and perspectives of our clients and challenge ourselves constantly to achieve better results by actively supporting their interests.

Teamwork // When you get one of us, you get all of us

We find innovative solutions for our clients by working across boundaries of business, geography, and function. We help our colleagues succeed and create more value through combination.

Respect // Dignity underpins all of our relationships

We find innovative solutions for our clients by working across boundaries of business, geography, and function. We help our colleagues succeed and create more value through combination.

Development // Professional growth for all grows our business

We expect every Associate to assume responsibility to continually grow their expertise, competencies and professional stature. As a company, we provide tools and resources to create an environment where that continual development and success can flourish.