Personal Asset Management

Products & SErvices


Homeowners Insurance

From the initial construction of a home, to managing vast global real estate portfolios, CRISP has the expertise and resources to navigate the unique exposures of our client’s homes.

Excess Liability

How much liability insurance is adequate? We can offer our clients up to $100 million in excess liability coverage—and use our proprietary benchmarking tools to recommend the correct amount of coverage for any family scenario.

Auto Insurance

From commuter cars to exotic masterpieces we have a suite of products and techniques to properly protect you, all at a competitive price.

Private Collections Insurance

We understand our clients passion, and the need to protect it. No matter the size, location, or value of any collection a client may have; we can design a solution to properly protect against substantial loss, both emotional and financial.

Yacht Insurance

The ownership of a luxury yacht comes with complex insurance needs. Whether you are the captain, have full time paid crew, or charter the vessel out, we can help create an appropriate coverage package for your travels anywhere on the planet.

Flood Coverage

For clients in flood prone areas, we can offer flood limits up to the full value of the home, the contents, as well as coverage for other property structures and landscaping.

Private Aviation Insurance

Jets, Helicopters; business or leisure. We work with our insureds to identify all of their aviation insurance exposures from time of order.

Coverage for Domestic Staff

Workers compensation coverage, as well as employment practices liability coverage, are two of the many important items to consider when employing personal staff. We help our clients manage this risk, as well as protect against the unforeseen.

Kidnap, Ransom and Extortion Coverage

For individuals and families in the public eye we offer extensive coverage for any potential scenario as well as preemptive solutions to mitigate the risks.

Who we Serve

Our clients typically have a net worth in excess of $5,000,000 million.  They are entrepreneurs, entertainment personalities, professional athletes, successful business owners, and financial professionals. They understand the importance of insurance and desire a level of service that makes their problem, our problem.

Their lifestyle and correlated time restraints requires them to rely on others and they expect their advisors will handle their affairs ethically and with their best interests in mind. At CRISP, we understand our clients, their needs, and their expectations.

We meet the needs of the high net worth consumer

Annual Account Reviews & Account Assesment

Whether you have acquired an expansive portfolio of properties and possessions, or you have been steadily building wealth while focused on family and career, you may have thought about reviewing insurance coverage only after something has happened. With CRISP, you can access the best possible protection and proactively identify problems before they lead to loss. Our annual review and pre-renewal assessment meetings are designed to help us:

  1. Gain a clearer understanding of your insurance program
  2. Identify and insure new acquisitions
  3. Eliminate coverages that are no longer necessary
  4. Close any “gaps” in coverage
  5. Perform claims reviews and guidance
  6. Identify potential premium credits
  7. Make sure we’re delivering the best possible service


For Many Affluent Families what was once routine has become inceasingly complex