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.
Ranked among the top 100 commercial insurance brokers in the nation.
Ranked among the Top 100 independent property/casualty agencies in the nation.
Consistently ranked among the Top 3 commercial insurance firms in the Rochester/Monroe County area.
Named Agency of the Year.
We're proud our employees ranked us among the nation's best insurance agencies to work for!
Awarded for National Excellence in Social Media.
Named a National Best Practices Agency for Operational Excellence.
