Private Client Services


Customized Insurance for Family Offices and High Net Worth Individuals

Heffernan’s Private Client Group provides personal risk management solutions to family offices and affluent individuals. We operate globally and locally, according to your needs. That’s because we know your insurance needs are unique to you and require more than off-the-shelf products and services.

Our insurance professionals are equipped to offer you unparalleled confidential service, unique coverage options, and greater policy limits as we work to protect your personal portfolio and your lifestyle. We’ll conduct a personal risk analysis to provide you with tailored guidance and recommendations to mitigate your personal risks.

With Heffernan, you’ll have access to coverage for your distinctive needs, including:

  • High limit excess liability – up to $100 million
  • Primary and secondary homes, including foreign properties
  • Family office and commercial policies
  • Workers’ Compensation & Employee Benefits for domestic help
  • Kidnap and ransom
  • Private collections, including art, jewelry, handbags, wine, and exotic cars
  • Watercraft and aviation, both personal and chartered
  • Investment property
  • Equestrian
  • Vineyard exposures
  • Coverage specific to the needs of athletes and entertainers
  • And more.

Let us help protect your lifestyle. Contact a Private Client Group specialist today.


Lacey Garrison
D: 415.808.1373
C: 415.830.2475

Main Banner Image
Banner Content

Insurance for Family Offices & Affluent Individuals

Insurance for family offices and affluent individuals tailored to your unique needs

Talk with a Specialist