Advice and protection for what’s worthwhile.
Life is more than a set of assets. And wealth is more than a number on a page. That’s why we work to understand what truly matters to individuals and families of means, then build insurance solutions that reflect each unique priority. Cowan Private Client protects what makes your life remarkable.
Tailored to your
peace of mind.
Personal Insurance
Solutions that reach beyond traditional insurance to include valuable collections, watercraft and much more.
Umbrella Policies
Comprehensive protection that supplements existing policies to cover any gaps or shortfalls in case of liability.
Wealth Management
Investment and corporate planning, tax reduction strategies, living benefits for individuals, and much more.
Concierge Service
Dedicated, personalized care that fits into your unique life --available precisely when, where and how you need it.
What makes Cowan Private Client different?
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.
Why do I need personalized service?
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.
How does the private client experience differ from regular insurance?
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.
What’s an umbrella policy?
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.
What makes Cowan Private Client different?
Why do I need personalized service?
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.
How does the private client experience differ from regular insurance?
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.
What’s an umbrella policy?
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.
Service beyond
the ordinary.
Every client enjoys a unique set of products and support built for the priorities that make their life special.
What matters
to you?
Reach out and start a conversation about protecting your wealth.