Private Client Services

The R&R Private Client Group follows a Client Focused Advisor Model. We are committed to providing the highest level of partnership with each of our clients.

We provide affluent individuals and their families with complete risk management solutions to protect their assets and lifestyle. We take personal interest and make an effort to understand each of your expectations, and needs. Once we have clearly understood and agreed about your needs, we will provide you with a program that is custom-tailored to your individual situation. We are committed to providing comprehensive risk management solutions to ensure that you do not have any gaps in your program and that you receive maximum coverage for your every dollar.

We partner with family office directors; wealth advisors; financial planners; CPA’s; and trust/estate attorneys providing solutions to highly successful individuals and their families with complex financial strategies, asset protection, and legacy concerns.


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Custom Built Homes

Estate Homes

Historic Homes

Waterfronts and Coastal Locations

Luxury Condominiums / Cooperatives

Mountain Getaways

Secondary Pied a Terre

LLC / Trust Ownership

Multi-State Properties

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High-Value Vehicles

Limited Production

High-Performance Automobiles

Exotics and Imports

Antique and Collector Vehicles

ATV, Golf Carts, Snowmobiles, Motorbikes, and Other Recreational Vehicles.

Corporate / LLC / LP / Ownership

Multiple Vehicles Garaged in Multiple States

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Private Yacht

Sports Fishing Motor Yachts

High-Performance Vessels

Recreational Watercraft

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Fine Art Collections

Jewelry Collections



Musical Instruments


Gun Collections

Fine Wine Collections

Furs and Vintage Clothing

Other Unique Collectable