Private Client

Morris & Garritano has the resources and experience to assist high net worth individuals and families manage their risk and plan for the future. 

Our dedicated team has a unique understanding of the challenges facing our clients and is committed to providing customized risk management solutions. 

Private Client Advantages

  • Custom personal insurance program 
  • Broad insurance coverage and competitive pricing 
  • Concierge-level service 
  • Annual portfolio analysis 
  • Collaboration with trusted advisors such as CPAs, attorneys and financial planners 
  • Ongoing updates on evolving coverage options 

Specialty Coverage

  • Home estates, farm, condominiums, season residences, rentals 
  • Collection management - fine art, jewelry, wine, and precious metals 
  • Domestic employee liability 
  • Automobiles and recreational vehicles 
  • Identity fraud/reputation protection