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Consultative Services for High Net Worth Families

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How We Help

Chartwell Insurance Services arranges personal property and liability insurance, provides risk management solutions and other consultative services for high net worth individuals and their families. Chartwell understands that the asset-preservation needs of its clients are typically complex, and therefore require more than simple insurance transactions. To all of our client relationships we bring experience, knowledge, insight and discretion. Family office coverage needs may include commercial general liability, professional liability, workers compensation, trustee liability, for-profit, not-for-profit, and independent directors and officers liability insurance, fiduciary liability, financial institution bonds, and kidnap and ransom insurance, security consultations for residences, travel, cyber protection and background screening for employees.