Why We're Different.

Lanier Upshaw occupies a unique position in the insurance agent / broker marketplace and you, the consumer, benefit from that position. Learn More.
  Private Risk Management

The Private Risk Management Group specializes in servicing the personal risk management needs of high net worth clientele. Individuals and families with a high net worth also have greater exposure to risk. It is often necessary for these clients to safeguard multiple luxury homes, cars, planes, boats, yachts, fine art and jewelry. Additionally, excess liability coverage far above conventional policies is also needed. In some instances, kidnap and extortion protection is also necessary or appropriate.

It is our mission to be your one source for personal risk protection. We will review every asset and special need and provide the resources to inventory and value all of your personal property while giving your account the personal attention of a trusted partner.

Private Risk Management Group Services

- Confidential, personalized risk management relationship
- In-depth portfolio analysis of current coverage and coordination of policies
- New business proposals with comparison quotes and coverages
- Personal delivery of new policies
- Personal attention with Account Executive and Account Manager assigned to each client
- One-to-one annual review along with carrier pricing comparisons as needed
- Flexible direct billing options
- Liaison on billing, underwriting and appraisal issues
- Availability to list LLCs, family partnerships and trusts as named insureds
- Referrals to certified valuable item appraisers and inventory services

Special Coverage

In addition to coverage for your home, auto and excess liability we offer the following coverage options:

Recreational Vehicle
Boats / Yachts
Flood / Excess Flood
Jewelry
Fine Art / Collectibles
Kidnap and Ransom
Secondary Homes / Rental Property
Identity Theft
Aviation
Farm / Ranch / Animal Mortality
Worldwide Travel / Medical Assistance
Domestic Liability
Individual Life
Employment Practices Liability
Directors and Officers Liability