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It’s almost unimaginable to consider putting your assets at risk due to an unforeseen property loss or lawsuit raised against your family. In today’s litigious environment, high-net-worth clients and their investment portfolios are at risk for multi-million dollar lawsuits. Collaborating with your trusted wealth advisor and Gulfshore Insurance Client Advisor will help protect you from unexpected tragedies. Together, we can offer you peace of mind knowing that your hard-earned assets are not only growing as planned but are also fully protected. Just as wealth managers are the experts at growing their client’s wealth, Gulfshore Insurance’s Private Risk Services team members are the experts at protecting it.
Client Advisor, Partner
239.213.2870 Direct
239.435.7159 Fax
rlazarto@gulfshoreinsurance.com
Client Advisor, Partner
239.435.7154 Direct
239.213.2870 Fax
apelletier@gulfshoreinsurance.com
Associate Client Advisor
239.659.8888 Direct
239.213.2870 Fax
khavemeier@gulfshoreinsurance.com
Navigating through the intricate nature of insurance requires an experienced independent insurance agent who understands your high-net-worth risks and exposures. Our Private Risk Services team will review your portfolio to identify and explain how your unique lifestyle exposes you to potential loss, then build a specialized insurance program to protect your assets and your lifestyle. Gulfshore Insurance has built relationships with some of the most admired, elite carriers in the world that offer specialized services and coverages for wealthy individuals and families. Should a loss occur, you will appreciate the dedicated assistance offered by Gulfshore Insurance’s in-house Claims Advocates. End-to-end our Private Risk Services team delivers an impeccable service experience for each client.
Gulfshore Insurance Private Risk Services offers the following series of training courses.