1. Why Marsh Private Client Services?
Who is Private Client Services?
Founded in 1980, Private Client Services is a business unit of Marsh Inc. focused on addressing the complex personal
insurance needs of affluent and high net worth individuals. We are committed to excellence through our:
Solutions and Superior Service
•• Our Value Proposition is central to our philosophy of
client service — we offer world-class service, expert
capabilities, and a comprehensive set of solutions to
provide clients with choice and superior counsel.
•• We are committed to true client focus. Our personal risk
advisors build lasting relationships by getting to know
the client and understand their lifestyle. This continues
with reviews of the personal risk management program
and recommendations based on changes taking place in
the client’s life.
•• Our client advisors are not salespeople dependent on
commissions; they are salaried consultants who are able
to provide client advocacy and unbiased advice in all
aspects of our client relationships.
•• We are transparent regarding our commissions,
revenues, and throughout the placement process so
clients can make the most educated decisions on their
insurance programs.
Resources
•• As part of the world’s leading insurance broker, we have
access to a breadth of valuable resources that allow us to
provide solutions across the broadest spectrum of risk.
•• We have relationships with key carriers that specialize in
covering the unique risk issues facing high net worth
individuals and their families.
•• Through relationships with partners such as financial
advisors, attorneys, yacht builders, security companies,
healthcare organizations, and multi-family offices, we
have extended resources we can leverage to help clients
obtain the services they need.
•• Because of Marsh’s Market Information Group, we can
assure our clients that thorough due diligence has been
conducted around the stability of the carriers we
recommend.
•• We have national capabilities and expertise with 27
locations and more than 300 professionals, and we are
licensed in all 50 states.
Marsh is a world leader in delivering risk and insurance services and solutions to its
clients. Founded in1871, Marsh provides thought leadership and innovation for
businesses, public entities, organizations, and private clients in more than 100 countries,
serving more clients in more industries worldwide than any other insurance firm.
PRIVATE CLIENT SERVICES
Cherie Wood
702 804 7277
cherie.s.wood@marsh.com

2. Expertise
•• We have dedicated professionals and resources with
knowledge and capabilities in several key areas that
require high levels of expertise, including Family Office,
Luxury Yacht, Equestrian, Fine Art, and Aviation.
•• We have quality assurance measures and best practices to
help ensure our clients receive the expertise and high level
of service that they expect. Our client advisors also engage
in ongoing training programs uniquely developed by our
dedicated Learning Team.
•• Our dedicated claims team serves as advocates for clients
throughout the claims process.
who are Our Clients?
We work with individuals and families who face complex risk
issues related to multiple holdings, significant
responsibilities, and wealth and asset protection. Our clients
have multiple homes, significant collections, high-value
assets and property, high-profile lifestyles, board of directors
responsibilities, public company leadership roles, or
extensive multi-generational family considerations. We are
pleased to provide risk management solutions for:
•• 17,000 high net worth clients
•• Approximately 20 percent of the Forbes 400
•• Clients with global exposures served by a global network
•• Some of the world’s largest collectors
•• Yachts in excess of 450 feet and over $300 million in value
What Unique Risks Do our
clients Face?
•• Own high value homes in multiple states
•• Own property located in an area prone to catastrophic loss
(e.g., coastal property, earthquake prone, flood zones)
•• Plan to remodel or expand an existing home
•• Own a home with unique features or building materials
•• Have significant collections of fine art, jewelry, silver, wine,
or other valuables
•• Collect automobiles — antique, luxury, or exotic
•• Own personal aircraft, luxury yachts, or other watercraft
•• Own thoroughbred horses
•• Co-own or have property in a trust, LLC, LLP or other entity
•• Serve on boards of for-profit and/or not-for-profit
organizations
•• Maintain a high visibility career or lifestyle
Marsh is one of the Marsh & McLennan Companies, together with Guy Carpenter, Mercer, and Oliver Wyman. This document and any recommendations,
analysis, or advice provided by Marsh (collectively, the “Marsh Analysis” are not intended to be taken as advice regarding any individual situation and should
not be relied upon as such. The information contained herein is based on sources we believe reliable, but we make no representation or warranty as to its
accuracy. Marsh shall have no obligation to update the Marsh Analysis and shall have no liability to you or any other party arising out of this publication or any
matter contained herein. Any statements concerning actuarial, tax, accounting, or legal matters are based solely on our experience as insurance brokers and
risk consultants and are not to be relied upon as actuarial, tax, accounting, or legal advice, for which you should consult your own professional advisors. Any
modeling, analytics, or projections are subject to inherent uncertainty, and the Marsh Analysis could be materially affected if any underlying assumptions,
conditions, information, or factors are inaccurate or incomplete or should change. Marsh makes no representation or warranty concerning the application of
policy wording or the financial condition or solvency of insurers or reinsurers. Marsh makes no assurances regarding the availability, cost, or terms of insurance
coverage. Although Marsh may provide advice and recommendations, all decisions regarding the amount, type or terms of coverage are the ultimate
responsibility of the insurance purchaser, who must decide on the specific coverage that is appropriate to its particular circumstances and financial position.
Copyright © 2015 Marsh LLC. All rights reserved. Compliance MA12-11627
To learn more, contact Marsh Private Client Services or visit marshpcs.com.