Marsh McLennan Agency Private Client Services

Marsh McLennan Agency PCS has specialists across the country with decades of experience addressing the broad range of exposures of large families and serving their widely varied structures and dynamics. Our proprietary data and analytics, customized program and service design, and broad, global reach give our clients a distinct advantage. Family offices and family members benefit greatly in the following ways:

• KNOWLEDGE AND EXPERTISE – Armed with greater experience, training and data than anyone in the business, our team makes handling one-of-a-kind situations part of its daily routine.
• SUPERIOR, PERSONALIZED SERVICE – As trusted advisors, we care about what you and your families care about. We use proactive problem solving, experience, carrier relationships, and personal service to protect and serve your needs.
• BREADTH AND DEPTH – We are a Marsh McLennan business with unmatchable global reach, resources, and capabilities, delivering high-touch, local service wherever you need it.
• SPECIALTY SOLUTIONS – With our broad range of one-of-a-kind expertise and specialty solutions like yacht, aviation, fine art, and more, you can be sure your assets are protected — even when they’re out of the ordinary. Plus, with deep understanding of the professional liability concerns facing family office directors, officers, and trustees, we offer solutions based on our extensive knowledge and benchmarking of our national client base.
• INSIGHTS, EDUCATION, AND DATA – Our industry position gives us exclusive market insights, with which we share thought leadership and custom benchmarking data, create program analytics, provide education around key risk issues, and develop Catastrophic modeling that enhances the family office manager’s risk perspective. We can help educate family members on how to best protect their families and their assets, including working to prepare the next generation on managing risk.
• CLAIMS ADVOCACY – We provide concierge claims advocacy to help clients navigate a claim and ensure the best possible outcome, resolving the situation quickly and with as little disruption as possible.