Personal & Family Risk Management

Dedicated Service For You and Your Family

Taylor Oswald’s advisors offer tailored solutions for clients with complex personal risk management needs. Our proactive consulting and thoughtful solutions keep up and exceed our clients’ ever-changing needs.

Our seasoned advisors combine depth in resources, personalized attention and proactive planning to make Taylor Oswald your preferred partner for risk management and long-term protection. Taylor Oswald will work to understand and craft policies and coverage for your unique needs.

Taylor Oswald will evaluate your potential risk and exposure and advise coverages for:

Home – residence, condos and secondary properties
Valuables – fine art, jewelry, wine, etc.
Vehicles – cars, boats, motorcycles, aircraft
Cyber security

Annual Risk Assessments

Once you have coverage through Taylor Oswald, we continually assess that you have proper, up to date coverage. We’ll meet annually to thoroughly review your coverage and carefully consider additional needs to reduce your exposure as much as possible.

In-house Claim Advocacy

Taylor Oswald’s dedicated, in-house Claims Advocacy team will handle issues. We do not outsource this critical service to any other company.

Family Office Specialists

High Net Worth Individuals and Successful Family needs are complex. The best coverage is vital, and Taylor Oswald’s family office specialists go beyond finding those products. They are dedicated to providing personalized service so you can successfully manage and protect your wealth while maintaining control of your assets and privacy.

Group Personal Excess Liability Programs

When higher limits of coverage are necessary, we have products that base pricing on a holistic review of exposures. This, in turn, provides higher limits for lower premiums.