Annual Family Wealth Report Awards Recognize the Most Innovative and Exceptional Firms, Teams and Individuals Serving the Family Office, Family Wealth and Trusted Advisor Communities in North America ...

“Price Insurance embodies everything EPIC values – strong community ties, deep expertise in high-net-worth insurance and a multi-generational commitment to client service,” said Kevin Daley, president ...

CHICAGO, May 9, 2025 /PRNewswire/ -- HUB Private Client, a division of HUB International focusing on insurance and risk management needs of affluent individuals, has been named the Best Insurance ...

SAN FRANCISCO--(BUSINESS WIRE)--EPIC Insurance Brokers & Consultants (“EPIC”) continues to expand its Private Client team by adding longtime Sports and Entertainment industry veteran Matt Allen as ...

A new trade association is developing best practices and offering a certification program for insuring the personal assets of the wealthy and managing the unique risks they face. The Council for ...

Discover will transform how private client insurance agents onboard new clients and process renewals, providing agents with the tools they need to meet the high expectations of their clientele. With a ...

ROLLING MEADOWS, Ill., April 1, 2024 /PRNewswire/ -- Arthur J. Gallagher & Co. today announced the acquisition of Fort Myers, Florida-based Specialty Risk Management Services, LLC, and its affiliate, ...

As PE firms expand their presence in the insurance business and insurers hold more PE assets, risk concerns are rising and regulators are taking note. Traditionally, the life insurance and annuity ...

IRVINE, Calif.--(BUSINESS WIRE)--Alliant Insurance Services is pleased to support several American tennis players as they compete in matches at the prestigious US Open 2024 ®, beginning August 26, ...

EPIC expands Midwest footprint with fourth-generation family-owned firm, strengthening Private Client practice for high-net-worth families and businesses “We chose EPIC for its alignment with our ...