As a Member of Our Private Client Group, You Gain Access To:

Exclusive High Net Worth Insurance Carriers

Our partnerships with top-tier insurance carriers allow us to offer exclusive coverage options designed specifically for high-net-worth individuals.

A Network of Specialized Advisors

Access a network of advisors who specialize in addressing your unique needs, including risk management, wealth management, and legal advice.

Annual Policy Reviews

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.

Periodic Market Updates

Stay informed with regular updates on market trends and developments that could impact your insurance and risk management strategies.

Concierge Claim Service

Experience a seamless and hassle-free claims process with dedicated concierge claim services tailored to your needs.

Risk Management and Loss Control Insights

Receive expert insights on risk management and loss control to proactively protect your assets and minimize potential risks.

Coordination of Your Team of Advisors

Benefit from coordinated efforts between your team of advisors, including attorneys, wealth managers, accountants, and insurance professionals, to ensure comprehensive protection and strategic planning.

24/7 Support

Access round-the-clock support to address any urgent needs or concerns, ensuring peace of mind at all times.

Family Office Specialty Support

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.

Contact one of our private client group advisors today!

Insights

September 23, 2024

High-Deductible Health Plans (HDHPs): Saving Money and Taking Charge of Your Health

High-Deductible Health Plans (HDHPs) have gained traction among both employers and employees – do you want to know why? At a glance, these plans offer a unique blend of cost savings and incentives for proactive health management, making them an attractive option for those looking to balance healthcare expenses and coverage. However, that’s not all. […]

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September 23, 2024

Harnessing Data for Effective Population Health Management: Boosting Employee Wellness and Controlling Healthcare Costs

Businesses are increasingly leveraging data analytics to revolutionize their wellness programs and elevate population health management. By collaborating with employee benefits consultants, HR departments harness data-driven insights to understand employee health trends better, pinpoint potential risks, and craft tailored interventions that promote overall well-being. This proactive strategy allows HR teams to design more personalized and […]

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September 23, 2024

Prioritizing Wellness: Boosting Employee Health and Business Success

Businesses seeking to enhance productivity, foster employee satisfaction, and manage healthcare costs effectively will find wellness programs to be a strategic and impactful solution. By focusing on the holistic well-being of employees—encompassing physical, mental, and emotional health—wellness programs create a healthier, more engaged workforce. Here are compelling reasons why integrating comprehensive wellness programs is essential […]

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September 11, 2024

Key HR Compliance Deadlines You Can’t Overlook in 2024

Many important HR compliance deadlines are approaching quickly. Your immediate attention is required to ensure compliance and avoid costly penalties. Act now to ensure your organization stays ahead of these regulatory obligations. Major Medicare Part D Changes Coming in 2025 Starting in 2025, Medicare Part D will introduce a new, enhanced benefit design that could […]

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September 11, 2024

8 Reasons Why Pollution Insurance is Important

Understanding the environmental risks associated with construction and industrial operations is crucial for business owners in these sectors. The potential liabilities and financial consequences of pollution incidents can be severe, impacting the environment and your bottom line. This is where Pollution liability insurance, also commonly referred to as environmental insurance, becomes an essential part of […]

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September 10, 2024

IRS Issues Affordability Percentage Adjustment for 2025

This alert is applicable to all large employers (ALEs) – generally, those with at least 50 full-time equivalent employees. The Internal Revenue Service (IRS) has released Rev. Proc. 2024-35, which contains the inflation adjusted amounts for 2025 used to determine whether employer-sponsored coverage is “affordable” for purposes of the Affordable Care Act’s (ACA) employer shared […]

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Ready to Secure Your Business?

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.

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