Private Client Services helps clients protect their assets and lifestyles through personal accounting services — while offering lasting peace of mind.
As your net worth grows, your financial risks become more complex. SD Mayer has helped affluent individuals and families understand these risks, while providing insurance consultation and risk management solutions to address them.
Each new Private Client Services relationship begins with a comprehensive risk analysis to understand your unique needs and profile. With that information, we will build a personal property and liability insurance program specifically tailored to your lifestyle. Throughout your relationship with SD Mayer, you will have a dedicated personal risk advisor who monitors your program over time to help ensure it keeps pace with your changing financial circumstances.
We work with the nation’s top specialty insurance carriers serving individuals and families of wealth to help you choose appropriate customized insurance solutions and personal accounting services.