Private Client

Practice Group

Unlike any other practice groups in the industry, Assurex Global groups are comprised of diverse “best of breed” brokers who are all leaders in their chosen specialties and local geographies. The groups exist to foster collaboration in carrier relations, product development, knowledge sharing, tool access/usage, and marketing activity – all of which serve to advance business development as well as client service.

Founded in 2014, the Private Client Practice Group assists Partner firms to collectively leverage their resources and industry influence to better meet the personal protection needs of high net worth clients. Through this Group, our Partners are able to provide their private clients with access to proprietary insurance solutions, specialty programs, and the collective thought leadership that can only be achieved in a culture of collaboration among best in class personal risk advisors.

The Group is supported and promoted by Vice President – Private Client Group, Tim O’Brien. Tim was previously with Amaden Gay Agencies, where he was managing director of its private client practice. Prior to Amaden Gay, Tim was vice president and private client practice leader with Cook Maran & Associates from 2003 to 2013. His career also includes working for Atlantic Mutual, Republic and Fireman’s Fund.

The mission of the Private Client Practice Group is to collaborate as a group of firms that have or want to have a top-tier private client consumer lines practice. This practice group provides a platform for:

  • Sharing knowledge and expertise encourages
  • Collaboration on business opportunities
  • Development of exclusive products and services
  • Leveraging members’ considerable industry volume, leadership and in influence in order to better serve their clients

The vision for the Assurex Global Private Client Practice Group is to make participants the leading industry experts in high-net-worth client risks and solutions.