Crystal & Company is a leading strategic risk advisor that has served high-net-worth individuals and families for 80 years. They provide a dedicated team to conduct a comprehensive review of clients' insurance policies to identify any vulnerabilities or ways policies could be improved to better address clients' unique risks and objectives. Their specialized Private Client Services team engages with clients to understand their risk tolerance and create customized insurance programs using the firm's expertise and market relationships. The firm also advocates for clients through any insurance claims process.
1. O V E R V I E W
P R I V A T E C L I E N T
S E R V I C E S
N E W Y O R K | D A L L A S | H O U S T O N | L O S A N G E L E S | M I A M I | P A L M B E A C H | P H I L A D E L P H I A
P O R T L A N D | S A N F R A N C I S C O | W A S H I N G T O N D C
O U R A P P R O A C H
For 80 years and three generations of family ownership, Crystal & Company has been a leading
strategic risk advisor for individuals and families with significant wealth and complex lives. We
partner with our clients to learn about their passions, financial goals, lifestyle, and concerns to create
and maintain a risk management program that fits their evolving needs.
S E R V I C E
From the onset of our relationship, we provide a dedicated team who will review current personal
and life insurance policies and help individuals identify areas of vulnerability. Insurance is often
oversimplified and many people think that by just purchasing a policy they are fully covered. In
reality, a policy may not adequately address a client’s unique exposures or objectives. We educate
our clients so they can make informed decisions on all areas of risk that could impact their families
and personal balance sheet.
T H E C R Y S T A L D I F F E R E N C E
Technical expertise, market relationships and personalized care are the keys to designing and
negotiating effective insurance programs. Understanding how to apply these skills is what
distinguishes the professionals at Crystal & Company.
: Our Private Client Services team is solely dedicated to addressing risks and exposures of
individuals and families.
: We engage our clients in discussions around the concepts of risk tolerance, reduction, avoidance,
and transfer to help us set expectations to help them make informed decisions.
: We leverage our market relationships to provide customized results.
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H E A D Q U A R T E R S
32 Old Slip
New York, NY 10005
8 0 0 . 2 2 1 . 5 8 3 0
W W W . C R Y S T A L C O . C O M