Private Client

Baty Worldwide

Private Client Services

Our team of experienced professionals understand that significant personal assets and wealth require a higher level of expertise and service which can require unique coverage requirements not available on standard insurance policies. Understanding your long-term goals will allow us to create a customized risk management program that protects your assets. In addition to creating custom solutions, we provide the highest level of service and stewardship. You will work with a Private Client Advisor who built the program and a dedicated Account Service Manager. We believe the personal approach and year-round relationship is an important part of the services we provide to you.

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  • Residential Properties anywhere in the world
  • Jewelry, Fine Arts, and other Collectibles
  • Automobiles and Collector Cars
  • Farm and Ranch
  • Personal and Excess Liability
  • Watercraft and Aircraft

We offer specialized solutions for highly successful individuals and families that may face risks related to their assets and the management of those assets.

  • Family Office Protection
  • Directors and Officers Liability – Not for Profit boards
  • Employment Practices Liability
  • Workers’ Compensation for Domestic Employees
  • Kidnap and Ransom/International Travel Assistance

We ensure our Private Clients’ success step-by-step. Annually, we assess our clients’ exposure and reviewing that against their personalized risk spectrum. By doing so, we deliver a concierge-level of service to our high net worth clients.

Benefit from Baty Worldwide Family Office Services and our extensive experience.

The business of managing family office assets is becoming more complex than ever. Baty Worldwide has Family Office Specialists addressing the broad range of exposures and serving the widely varied structures and dynamics of large families. BWW has access to a vast array of global resources that enable us to meet the needs of clients globally and at home. Data, powerful analytics, and customized program and service design, coupled with our broad, global reach give our clients a distinct advantage.

  • Superior Client Service – We create a sophisticated service model based on the needs of each family and family office staff member. Each family client receives a dedicated Client Advisor to serve as the main point of contact. Families and family office managers may benefit from an enhanced service team that could include supporting colleagues in claims and endorsement processing, as well as a senior relationship manager, technical advisor, and/or contract review specialist.
  • Expert Counsel – We deliver a customized personal insurance program built from the knowledge of industry experts. We address the diverse exposures of each family member while considering holdings and levels of risk tolerance.
  • Industry Strength – We foster successful, longā€term relationships with the top insurance companies in the high-net-worth space using the strength of our services and teams. Placing broad risks with competitive rates we deliver outstanding programs that carry optimal terms and a variety of options. All for our clients.
  • Tailored Protection – Replace Program Advantages with Tailored Protection. We will develop a custom, personal insurance program that will protect family offices from their most critical professional and management liability exposures, including:
    • Professional Liability/Errors and Omissions Liability
    • Trustee Liability
    • Directors and Officers Liability
    • Employment Practices Liability
    • Fiduciary Liability
    • Private Fund Liability
  • Specialized Expertise – We has direct access specialists in the areas of luxury yachts, fine art, private aviation, directors and officers exposures, as well as resources to address commercial insurance needs.
  • Claims Advocacy – We provide client advocacy and support throughout the claims process while working with insurers on behalf of our clients to obtain a fair and prompt settlement.

To learn more about our family office risk management services, contact a BWW Personal Risk Advisor.