Advice and protection for what’s worthwhile.

Simply put: our clients. Each family and individual brings their own needs, concerns and assets. So we never take a one-size-fits-all approach, instead building the relationships that give us the insights needed to serve them best.

Because life isn’t off-the-rack. Traditional insurance policies are often one-size-fits-all, but that size rarely accommodates the unique assets and liabilities that come with wealth. Cowan Private Client makes your lifestyle the focal point of our service -- not just where it is now, but where it’s going for decades and even generations to come.

For people with conventional needs, getting an insurance quote can be as simple as picking up the phone. But for families and individuals of wealth, it’s critical to understand the bigger picture before any assessment. That can only come from ongoing, personal support. While conventional insurance may not require this kind of relationship, the complexities of wealth certainly do. At their convenience, our clients can rely on more than a quick phone call: they can expect immediate, active consultation through a dedicated Relationship Manager.

Individuals and families of wealth can be at greater risk of lawsuits when it comes to issues of liability. An umbrella policy sits on top of existing coverage to ensure that you have adequate coverage in the event of a loss. It’s an extra layer of protection and peace of mind that extends across your family wherever they are -- at home or worldwide.