R&R’s Insurance Advisory Team provides extraordinary value by assisting individuals and families by structuring a tailored insurance program. We review policies and identify gaps and overlaps of insurance coverages. We advise clients and draft proposed changes to their insurance program. We conduct policy reviews of all major lines of coverage for policyholders with a particular emphasis on personal and commercial insurance.

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Our advisors have many years of experience in underwriting, claims and risk management. We have a broad understanding of the insurance products available in the marketplace today. We tailor each client’s insurance need with a customized insurance solution. Our experienced staff and unique service model allow for customized reporting as part of our service commitment. We structure the underwriting of coverage and the establishment of insurance policies.

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Client Confidentiality is of the utmost importance to us and all our enhanced due diligence are conducted in a discrete manner. Our enhanced due diligence reports are tailor-made to our clients specific needs.

Ultra-Affluent Families

We offer a comprehensive suite of integrated services to meet the challenges and opportunities faced by ultra high-net-worth individuals and families.

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The client will receive the highest quality advice and service from one of our advisors, who will proactively and seamlessly manage all aspects of their insurance.