Private Client Services

It takes a special kind of knowledge to anticipate the risk management and insurance needs of affluent families

Each of our clients has different requirements depending upon their assets and interests. Some require a more sophisticated level of planning and communication. You can rely on Tompkins Insurance to provide the appropriate coverage with cost-effective pricing.

We work with several high net worth insurers that offer an extensive array of products and services specifically designed for the lifestyles of affluent clients including:

  • Global Travel Advisory
  • Security Training for Family and Staff
  • Pre-Employment and Vendor Background Checks
  • Personal Security Services
  • Wildfire Defense Services
  • Art Collection Management
  • Disaster Planning and Mitigation
  • Green Technology Assessment
  • Identity Theft Protection

“We put our trust in Tompkins,
knowing they’ll provide us with solutions for our unique needs.”

 – Jonathan B.