Personal Client Management

personal client management

Concierge services, delivered to the finest detail.

Oswald’s Personal Insurance specialists offer tailored solutions for clients with complex personal risk management needs. While many large insurance firms are moving away from providing personal insurance solutions, our commitment to protecting your lifestyle has never been stronger.

Oswald’s belief in proactive consulting means we are dedicated to providing solutions to meet our clients’ ever-changing needs. Most importantly, clients are managed by Oswald’s dedicated, in-house team of advisers, rather than serviced by a remote call center.

Depth in resources, personalized attention and proactive planning from seasoned advisers are all what makes Oswald Companies your preferred partner for risk management and long-term protection.

We offer comprehensive protection for:

  • Domestic and international property, autos, yachts, aircraft
  • Valuable collections – including fine arts, jewelry, wine, firearms, coins, memorabilia, etc.
  • Complex situations and/or catastrophic-prone geographic areas
  • Loss prevention services, such as hurricane preparedness and wildfire defense
  • Properly insuring assets within trusts, partnerships and LLCs
  • Individual and portfolio directors’ and officers’ liability solutions
  • Liability and workers’ compensation for domestic employees
  • Kidnap and ransom
  • Excess personal liability limits up to $100 million
  • Liaison to specialty services, including personal security, identity theft resolution, medical concierge, global emergency medical travel assistance, and other services
  • Lifestyle services, including bill pay, travel arrangements, finding domestic help, and more

Contact us to learn more.