Our partnerships with top-tier insurance carriers allow us to offer exclusive coverage options designed specifically for high-net-worth individuals.
Access a network of advisors who specialize in addressing your unique needs, including risk management, wealth management, and legal advice.
Ensure your coverage remains optimal and up-to-date with annual reviews of your insurance policies to address any changes in your lifestyle or assets.
Stay informed with regular updates on market trends and developments that could impact your insurance and risk management strategies.
Experience a seamless and hassle-free claims process with dedicated concierge claim services tailored to your needs.
Receive expert insights on risk management and loss control to proactively protect your assets and minimize potential risks.
Benefit from coordinated efforts between your team of advisors, including attorneys, wealth managers, accountants, and insurance professionals, to ensure comprehensive protection and strategic planning.
Access round-the-clock support to address any urgent needs or concerns, ensuring peace of mind at all times.
Leverage specialized support tailored to family offices, including asset protection, estate planning, and succession planning.
Join Tooher-Ferraris’ Private Client Group to experience the difference.
When the Consolidated Appropriations Act, 2021 (the “CAA”) was enacted on December 27, 2020, it included a provision that prohibits group health plans and health insurance carriers from entering into certain agreements that, either directly or indirectly, restrict the release of certain information related to provider networks and de-identified encounter data, among other things. Such […]
On September 9, 2024, the DOL, IRS, and HHS released a final rule for the Requirements Related to the Mental Health Parity and Addiction Equity Act (The “MHPAEA Final Rule”). The MHPAEA Final Rule is similar to the Proposed Rule released on July 25, 2023, with some marked differences. While the MHPAEA Final Rule is […]
On October 22, 2024, the Internal Revenue Service (IRS) released Revenue Procedure 2024-40, which increases the health flexible spending account (FSA) salary reduction contribution limit to $3,300 for plan years beginning in 2025, an increase of $100 from 2024. Thus, for health FSAs with a carryover feature, the maximum carryover amount is $660 (20% of […]
Employers are increasingly aware of the need to provide flexible and comprehensive health benefits to attract and retain top talent. While offering multiple health plan options may seem like an added expense, it can actually lead to significant cost savings for companies in the long run. By catering to the diverse needs of employees, employers […]
As a business executive, the decisions you make can significantly impact your company and stakeholders. In today’s increasingly litigious environment, even the most experienced professionals face legal risks that could potentially derail their careers. For executives, having the right professional liability coverage is crucial. This guide highlights key coverage details, industry-specific needs, and strategies to mitigate […]
The transportation industry is the backbone of commerce, moving goods across vast distances to ensure supply chains stay intact. If your business relies on a fleet of trucks, ensuring they are protected is very important to your bottom line. Commercial vehicle insurance helps you comply with legal requirements and safeguards your operations from financial pitfalls in case […]
Your business deserves the best protection available. Contact us today to discuss your specific needs and how we can tailor a comprehensive insurance package for you. Our friendly, knowledgeable staff is here to assist you every step of the way.