Marsh McLennan Agency Private Client Services

At Marsh McLennan Agency Private Client Services (MMA PCS), we serve clients whose lives are anything but ordinary. That’s why we design insurance solutions that are just as unique – with the expertise, personal approach, and in-depth industry knowledge necessary to protect our clients’ wealth, safeguard the things and people they love, and keep making extraordinary possible.
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This information provided by Marsh McLennan Agency Private Client Services

Who We Are

 

Marsh McLennan Agency Private Client Services (MMA PCS) is a team of risk management advisors serving high net worth and affluent clients, many of whom are members of the Forbes 400 wealthiest people in the US. With a national footprint of over 100 local offices and a team of more than 850 experienced professionals, MMA PCS helps clients with complex risk management needs protect their wealth, safeguard the things and people they love, and keep making extraordinary possible. Areas of expertise include family offices, luxury yachts, equine, farm and ranch, fine art, personal aircraft, management liability, high-value homes, automobile collections, and more.

 

MMA PCS is a business of Marsh McLennan Agency (MMA), a wholly owned subsidiary of Marsh. MMA is a leading broker, serving the risk prevention and insurance needs of middle market companies and high net worth individuals across the US and Canada. MMA has access to global resources and solutions across all of the Marsh McLennan businesses.

 

Our Capabilities

Marsh McLennan Agency PCS has specialists across the country with decades of experience addressing the broad range of exposures of large families and serving their widely varied structures and dynamics. Our proprietary data and analytics, customized program and service design, and broad, global reach give our clients a distinct advantage. Family offices and family members benefit greatly in the following ways:

  • KNOWLEDGE AND EXPERTISE – Armed with greater experience, training and data than anyone in the business, our team makes handling one-of-a-kind situations part of its daily routine.
  • SUPERIOR, PERSONALIZED SERVICE – As trusted advisors, we care about what you and your families care about. We use proactive problem solving, experience, carrier relationships, and personal service to protect and serve your needs.
  • BREADTH AND DEPTH – We are a Marsh McLennan business with unmatchable global reach, resources, and capabilities, delivering high-touch, local service wherever you need it.
  • SPECIALTY SOLUTIONS – With our broad range of one-of-a-kind expertise and specialty solutions like yacht, aviation, fine art, and more, you can be sure your assets are protected — even when they’re out of the ordinary. Plus, with deep understanding of the professional liability concerns facing family office directors, officers, and trustees, we offer solutions based on our extensive knowledge and benchmarking of our national client base.
  • INSIGHTS, EDUCATION, AND DATA – Our industry position gives us exclusive market insights, with which we share thought leadership and custom benchmarking data, create program analytics, provide education around key risk issues, and develop Catastrophic modeling that enhances the family office manager’s risk perspective. We can help educate family members on how to best protect their families and their assets, including working to prepare the next generation on managing risk.
  • CLAIMS ADVOCACY – We provide concierge claims advocacy to help clients navigate a claim and ensure the best possible outcome, resolving the situation quickly and with as little disruption as possible.
Who Needs Us?
  • Private single family offices, multi-family offices, private trust companies, foundations, and privately held family businesses with 'embedded' family offices that desire expert advice and superior execution around the family's insurance needs.
  • Single family offices that currently manage or desire to centralize the administration of insurance through the family office would benefit from working with our family office specialists.
  • Family offices who want to be advised of and provide ongoing relevant risk management information to their clients engage with Marsh.
  • Family offices who desire the security of a large firm and its many resources but require a customized boutique experience seek us out for tailored solutions.

See the Glossary for definitions of these metrics.

This information provided by Marsh McLennan Agency Private Client Services

What core services do you provide for your average client profile?: 

At Marsh McLennan Agency Private Client Services, we serve clients whose lives are anything but ordinary. That's why we design insurance solutioins that are just as unique - with the expertise, personal approach, and in-depth industry knowledge necessary to protect our clients' wealth, safeguard the things and people they love, and keep making extraordinary possible.

What are your firm's mission,vision and values?: 

As our client's advocate, we design insurance solutions to protect their unique lifestyles and offer lasting peace of mind.

See the Glossary for definitions of these metrics.

This information provided by Marsh McLennan Agency Private Client Services

Info

Data as of: 
Wednesday, September 23, 2015
Year Established: 
1871

Stats

Size of business: 
Marsh McLennan Agency is a division of Marsh, a leading insurance broker and risk advisor with 40,000+ employees worldwide. MMA Private Client Services has more than 850 colleagues serving more than 20,000 clients, placing more than $900m in premium/yr.
Average client investable asset size: 
$10M of INSURABLE assets and above
What are the primary generations your firm serves?: 
G1
G2
G3
G4
G5+
Do you offer governance services?: 
No
Total number of full-time employees: 
850
Do you offer services related to philanthropy?: 
Yes
Do you offer trustee services?: 
No
Number of office locations: 
100
Footnotes: 
Answers specific to the Marsh McLennan Agency Private Client Services business.

See the Glossary for definitions of these metrics.

Company Materials

FOX Knowledge Center Contributions: 

The Global Risks Report 2022

Monday, January 10, 2022

The Global Risks Report 2021

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Contact

Kimberlee Connell
Managing Director
972-770-1460

Headquarters

Headquarters: 
1166 Avenue of the Americas
New York  New York  10036
United States

Other Office Locations

Other Office Locations: 
The Marsh McLennan Agency Private Client Services practice represents family office clients in over 100 offices across the U.S.

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