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.
Custom Built Homes
Waterfronts and Coastal Locations
Luxury Condominiums / Cooperatives
Secondary Pied a Terre
LLC / Trust Ownership
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
Sports Fishing Motor Yachts
Fine Art Collections
Fine Wine Collections
Furs and Vintage Clothing
Other Unique Collectable