Private Client

As your net worth grows, your financial risks become more complex. For more than 40 years, Z & R Associates Private Client Services (PCS), a division of Z & R Associates Inc., has helped affluent individuals and families understand these risks, while providing insurance consultation and risk management solutions to address them.

Your relationship with us begins with a comprehensive risk analysis to understand your unique needs and profile. With that information, we build a personal property and liability insurance program specifically tailored to your lifestyle. Throughout your relationship with us, you will have a dedicated personal risk advisor who monitors your program over time to help ensure it keeps pace with your changing financial circumstances.

We work with the nation’s top specialty insurance carriers serving individuals and families of wealth to help you choose appropriate customized insurance solutions.

Services and Products Offered:

  • Home
  • Auto
  • Liability
  • Valuable Articles
  • Flood
  • Yacht
  • Specialized Coverages