From basic personal insurance needs to a more complex personal portfolio, Seubert has access to multiple insurance carriers to customize a broad range of coverage to fit your lifestyle. Our experience helps us proactively identify gaps in your coverage and build a plan specialized to meet your individual needs.
Using a holistic approach that’s similar to what we do for your business, we’ll assess your individual goals, identify risks that impact your ability to reach them, and develop a strategy to control how these risks affect your holdings.
Insuring personal property, retirement income strategies, and estate planning are among the many recommendations our advisors may make to ensure that you and your family reap the benefits of your hard work long into the future.
You’ve earned it. Now trust Seubert to protect it. Contact us to learn more.
The more successful you are, the more you have to protect from theft, damage, or physical harm. Our team averages 25 years of experience handling the assets of affluent individuals and families and takes great pride in our ability to maximize coverage while minimizing premiums.
We begin with a personal risk analysis through which we get to know your priorities, then audit your property and holdings to identify potential exposures. We offer Homeowners and Automobile policies that extend beyond the typical coverage, in addition to products that take into account your unique needs and lifestyle, such as Personal Umbrella and Valuable Articles/Collections.
Protecting your lifestyle
Extremely successful people face unique insurance exposures that require a high level of expertise. Seubert’s Private Client Services understands this and caters to those with significant assets by protecting all aspects of your wealth. Property obviously, but we also consider threats to your family and lifestyle and offer coverage for Domestic Employment Practice Liability, Travel Security or Kidnap/Ransom to keep all you hold valuable safe from situations that may arise.
Private Clients enjoy a concierge level of service, with assured discretion, dedication and convenience. Your experienced Risk Advisor will perform an in-home consultation, taking the time to understand your unique situation and requirements. We will develop a comprehensive portfolio review and customize risk transfer mechanisms that provide the best personal asset protection available.
The most successful businesses have strong leaders at the helm. Eventually, those individuals, including yourself, won’t be there to lead the way. In our line of work, we see many companies fail because they don’t have a succession plan. This is particularly true in family-owned businesses where ownership decisions can get really personal, really fast.
You need a plan in place to make sure that what exists today will go through a smooth transition when you are no longer there. Seubert can help you identify the right people, whether they are family members, key employees, or third parties. Or, when that’s not possible, we can help you value the business to be sold. And we’ll develop strategies to transfer your business interests, recommending how (perhaps an immediate buyout, stock option, or earn-out provision) and over what time period.
We want to see your business continue to succeed and will guide you through the process every step of the way.
You’ve spent your entire career building your business. When it comes to managing your investments, doesn’t it make sense to put your trust in the same company that has helped get you there?
Seubert already understands your business risks and has seen the rewards, which gives us a unique perspective on how best to manage your personal assets. Our wealth management advisors combine this knowledge with our financial expertise to make sure that your investment portfolio aligns with your personal plans, your comfort level, and your values.
Ashley Dunn, Private Client Advisor
E: [email protected] | T: 412-223-1466