Helpful information for advisors

You are in a unique position to connect your clients to unmatched insurance coverage and service advantages. Allow Chartis to handle the risk, so your clients can enjoy the successful lifestyle they've created.

Program Overview Back To Top

About us

At Chartis, we understand the complexity involved in properly insuring high net worth individuals. Our Private Client Group can help you identify the circumstances that put wealth at risk, and connect you and your clients to best-in-class protection. Click on the links below to learn more:

     Private Client Group advisor partnership brochure

     Property/casualty turnkey programs

     Wealth preservation through custom insurance: The benefits of personal risk management

     Avoiding the insurance discussion: Common misteps even seasoned advisors make

     Personal insurance solutions: A family office overview

     Private Client Group capabilities brochure (client-facing)

     Private Client Group capabilities brochure - abbreviated (client-facing)

     Don't take our word for it (advisor testimonials)


Customer brochures

     Homeowners

     Automobile

     Personal Excess Liability

     Private Collections

     Yacht


Exceptional claims service

We strive to exceed expectations, and we are proud of the fact that policyholders responding to our claims satisfaction surveys overwhelmingly rate our service as "exceptional." Experience our claims service in action:    

     Excess Liability (industry examples)

     Auto

     Private Collections

     Private Collections - Jewelry

     Yacht

     Multi-product round up



 

                                                                              


Personal Insurance/Risk Management Back To Top

Our Private Client Group division works with your clients and their independent insurance advisors to identify the right coverage for their lifestyle, and specializes in creating flexible, customized packages to suit a range of needs. Our expansive reach assures that the most important aspects of your clients' lives are looked after.

When reviewing an insurance program, there are often areas that are overlooked leaving your clients dangerously exposed. Click on the links below to learn more about evaluating your clients' insurance needs and ensuring that they are adequately protected.   

Protecting your wealth: ten common insurance mistakes (client-facing)

Real-life: common oversight - insufficient insurance coverage leaves assets exposed

Identifying insurance red flags (advisor-facing)

Are your clients working with the right insurance resource?

Advisor News Back To Top

Private Client Advisor

Our Private Client Advisor quarterly newsletter features news and information related to property and casualty insurance that will help your business thrive.  

Archives:

December 2011

September 2011

June 2011

April 2011

September 2010

October 2009

May 2009

Interested in receiving Private Client Advisor? Click here to request that your name be added to our mailing list.


Useful articles

It Pays to Preserve (Elite Advisor Forum - December 2011)

Are Your Clients Working with the Right Insurance Resources? (Elite Advisor Forum - October 2011) 

Misunderstood Liability (FA Magazine - August 2009)

Hidden Risks (Private Wealth Magazine - March/April 2009)


Private Client Group in the news

 2011

 

 Trends Impacting Liability Risk for the Affluent (PIA Magazine - June 2011) 

 

 Growing Personal Lines Verdicts Pressure High-Net Worth  Clients (Insurancenewsnet.com/A.M. Best - February 7)

 

 Schooling in the Finer Things (Investment News - January 16)

 

 

 2010 

 

 Jewelry Theft Can Take the Sparkle out of a Holiday (The New York Times - December 24)

 

 Chartis Expands Education, Training Options to Private Client Group (Insurance Journal - December 14)

 

 It Pays to Get Personal (PIA Magazine - September 2010)

 

 Choosing Insurance for the College Life (Grades Not Included) (The New York Times - September 18)

 

 Who Will Cover My Shrunken Heads? (National Underwriter - July 26)

 

 The Danger of Wealth (Private Wealth - July 2010)

  

 Natural Disasters Happen. Will Your Home Be Ready? (The New York Times - June 25)

 

 Homeowners Insurance Might Leave Art, Wine Collectors in U.S. Empty Handed(Bloomberg.com - June 16)

 

 The Fine Art of Protecting a Private Collection (The Globe and Mail - May 26)

  

 "Chartis Expands Hurricane Protection Services to Private Client Group Policyholders in Cape Cod, Nantucket and Martha's Vineyard"   ( (Press release - May 18)

 

 One Wine Dude (Wine Blog - April 19)

 

 The Family Jewels (WORTH - April/May)

 

 Protect Your Art With More Than a Handshake (The New York Times - April 3)

 

 Time for an Insurance Check Up, as Needs and Options Change (The New York Times - March 24)

 

 Global Regulatory Outlook(© A.M. Best Company - used with permission - March 22)

 

 Insure High Net Worth Clients (American Agent & Broker - March 1)

 

 Personal Lines Perk Up (Independent Agent Magazine - February)



Continuing Education (CE) Back To Top

As a trusted advisor, it's critical to prioritize learning and educational opportunities that allow you to stay current on matters that impact your clients and the protection of their assets. Private Client Group can help. We offer a range of continuing education courses that help you stay current on property and casualty issues that are relevant to your clients. Our goal is not to make you a personal insurance expert, but to broaden your basic knowledge of the risks that threaten your clients and the assets they've worked so hard to acquire.

All courses are approved for property and casualty continuing education credit. Upon request, courses can be approved for CPE for accountants, CLE for lawyers and CFP for financial planners.

Please view our CEducational series course guide to learn more about the courses we offer.

Family Offices Back To Top

Customized insurance solutions for families

Property and liability insurance is an essential part of wealth preservation, yet many advisors view it as a footnote to a client’s overall financial plan. Family office managers can rely on Chartis to protect assets and provide an unparalleled service experience.

Advantages offered by our Private Client Group include: 

     - Comprehensive solutions for single and multi-generational families

     - Specialized coverages designed expressly to safeguard affluent lifestyles

     - Simplification—most policies can be packaged with a single effective date on one bill

     - Group personal excess liability insurance for multi-generational families

     - Proactive loss prevention and risk management expertise, such as assistance with business continuity plans

     - Extraordinary flexibility and personal attention at claim time

     - Easy access to other industry-leading Chartis offerings, including private aviation insurance and kidnap and ransom protection

Please click here to learn more.


Professional insurance solutions for family offices

Like many advisors, those working for family offices are vulnerable to lawsuits ranging from professional negligence and mismanagement of funds to employment discrimination. Without proper insurance in place, your personal assets could be at risk.

Solutions offered by our Executive Liability division include:

     - Family Office/Wealth Management Professional Liability

     - Trust Assure

When considering professional and management liability for your family office, it helps to be prepared. Click here to learn more about family office insurance best practices.


Affiliations

Private Client Group is proud to be affiliated with the following family office organizations:

 FOX logo

FOA logo

For more information on these family office organizations and Private Client Group, please contact Gina Teresi at gina.teresi@chartisinsurance.com.

Additional Information/ Affiliations Back To Top

Affiliations

FPA logo   FOX logo

Contact us

For additional information, please contact David Hubbard or Gina Teresi. Or, visit www.chartisinsurance.com/pcg.

David Hubbard
Vice President
213 689 3837
david.hubbard@chartisinsurance.com


Gina Teresi
is an expert in finding new and unique ways to protect the assets of successful individuals and their families through insurance; with over 18 years of experience in the industry. In her present role with Private Client Group, she oversees the strategy and implementation of national continuing education programs for trusted advisors and is charged with finding unique insurance solutions for family offices and equine enthusiasts. Gina serves as resource to family offices, helping to match their clients with best in class insurance brokers who specialize in designing customized risk management programs.

Prior to joining Private Client Group, Gina spent 14 years in the high net worth property and casualty division of Chubb Insurance. In her last five years with Chubb she focused on their premier Signature segment, which services clients with especially complex insurance needs, and was their Family Office Manager. Gina graduated from Gettysburg College with a dual major in Economics and Studio Art.

 

Gina Teresi
Vice President
585 662 5965
gina.teresi@chartisinsurance.com