By taking the time to understand your unique circumstances and goals, our advisors craft an individualized protection plan for you, your family, business, assets and future. Our Private Client team has been designing superior, customized coverages for affluent individuals throughout our 130-year history.
Our advisors are not afraid to dig deep and ask the difficult questions to uncover hidden risks. We consistently go the extra mile to deliver optimal coverage at the best value.
Service to Meet Your Evolving Needs.
Our team will provide an extensive analysis and summary of your existing coverages, identify any potential risk and liability exposures, recommend policy enhancements, and continually assess your needs as your personal and business situations evolve.
Customized Solutions for You and Your Business
Wealth and Transfer Planning
Estate Planning and Trusts
Disability Income Protection
Auto and Watercraft
Home and Flood
Personal and Excess Liability
Global Medical and Travel
Business Succession Planning
Directors and Officers
Employment Practices Liability
"RCM&D took both business and personal needs into consideration and developed a highly customized solution."