The Wealth Report: Closing the Protection Gap in a Time of Increasing Risk

The wealthy face compounding risks and a growing gap in protecting what they value most. Their insurance planning and coverage requires more customization—especially for assets that carry an emotional value. This research study examines the growing gap between what successful individuals and families value and how they choose to protect it against a myriad of risks. With assets representing more than their dollar value, it’s pivotal for families of wealth to take action and shore up protection of what they value most with comprehensive risk and insurance strategies, including choosing the right insurance advisor.