Personal Property & Casualty Insurance

Your success is a life-long accomplishment. Achieving your financial and life goals is a continual process involving many moving parts. Just as there is a careful process involved in generating, growing and maintaining impressive levels of personal assets, there is also diligent work involved in making sure these assets are protected for generations to come. Property & Casualty Insurance is a critical wealth management tool, but it can easily be overlooked. While it is safe to assume you wouldn’t consider a one-size-fits-all investment strategy, why settle for anything less than coverage that is personalized to protect your exact financial situation, unique assets and lifestyle? After all, your legacy belongs only to you.

Risk Management Solutions
Private Risk Insurance Agency, a Division of Tax & Financial Group, is dedicated to providing powerful, comprehensive insurance solutions to protect the personal assets and liabilities of affluent and high-net-worth individuals and families.

Our dedicated and uniquely experienced team of Risk Management Professionals understand that like an investment strategy or financial plan, your personal insurance program must also be customized and proactively managed to keep up with changes in your lifestyle, asset adjustments, shifts within the insurance marketplace and general economic conditions.

We manage your risk so that you can focus on your life.

Preferred Individual & Family Protection
With long time relationships and direct access to the industry’s premier insurance companies, Private Risk Insurance Agency provides expert guidance and insurance solutions for our clients in the following areas:

  • High Valued Homes & Estates
  • Multiple Homes (Secondary and Rental Properties)
  • Course of Construction
  • Earthquake
  • Flood
  • Automobile (including Exotic and Collector)
  • Private Collections (Jewelry, Fine Art, Wine, etc.)
  • Yacht & Watercraft
  • Personal Excess Liability (up to $100 million)
  • Kidnap & Ransom Insurance
  • Directors & Officers (for Non-Profit affiliations)
  • Employment Practices Liability Insurance (Domestic Staff)


To learn more about Private Risk Insurance Agency please contact us today.

4001 MacArthur Blvd., 3rd Floor
Newport Beach, CA, 92660
Direct: (949) 223-8100
Fax: (949) 223-8101
Email: riskmanagementteam@tfgroup.com

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