Private Client Consultation

We are a single-source solution dedicated to providing protection across a complete spectrum of risk for high net worth clients who seek new wealth protection and risk management strategies. Marsh Private Client Solutions is happy to talk with you about your personal risk management needs.

This complimentary consultation is secure, and you are under no obligation.
To help get started, please submit the simple form below. Items marked with * are required.

Step 1. Tell us About Yourself

The first step is to provide us with your contact information. Rest assured that your privacy is of utmost importance to us. We do not sell, share or exchange any of your data. Refer to our Online Privacy Policy for more information on how we protect your privacy.

First Name*

M.I.

Last Name*

Address 1*

Address 2 (Apt., Suite, etc.)

City*

State*

Zip Code*

Telephone*

Email address*

Check this box if you are an advisor submitting this form on behalf of your client.

Step 2. Tell us About your Priorities

Our goal is to provide risk management advice and consultation around asset protection, estate plans, and liability concerns. The following Risk Assessment Questionnaire will help us understand and evalulate your unique needs.

Please rank the following statements in order of importance to you: *

1.	I want to help ensure my high-value assets are protected against financial loss.

2.	I want to help protect my lifestyle from financial loss due to liability.

3.	I'm concerned that half of my estate will be payable in taxes upon my death.

4.	I want to help preserve my wealth by planning for long-term health care needs.

Step 3. Tell us About your Risk Management Needs

The last step is to tell us a bit about your assets and risk management needs. Remember, all information you provide is help in complete confidence, and is used only to help us evaluate your needs.

In what state is your primary residence?

What is the value of your primary residence?

Do you currently have a life insurance policy in force?

YesNo

Do you have a need to protect collections such as art, jewelry, wine or other valuables?

YesNo

Do you own a yacht or personal aircraft?

YesNo

Do you or your family have assets managed by a Family Office?

YesNo

Please enter any comments or special requests:

How did you hear about us?

* Required

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