Private Client Risk Management

Crown and its strategic partners have vast industry knowledge and expertise in managing Private Client insurance needs. Crown’s clients are highly successful entrepreneurs and business professionals with substantial private assets and liability exposure. Crown’s insurance program helps clients protect their most treasured assets in both a coverage and cost-effective manner. Crown has been especially successful navigating complex insurance situations for clients all over the southland – Beverly Hills, Malibu, Los Angeles, Bel Air, Newport Beach, and beyond.

"We are known as a place people can go for honest, unbiased advice."

Crown Financial Partners

  • Client consultation
  • Property Insurance evaluation – high-valued homes, collectibles, fine arts, jewelry, and more.
    • Earthquake Insurance analysis.
    • Workers’ Compensation policies for household employees.
  • Automotive Insurance – specializing in luxury and collectible cars.
  • Liability Insurance, including Umbrella policies and proper coordination between personal and commercial liabilities.
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