For high-net worth individuals, senior and retired
corporate executives, family offices and family trusts,
the protection of your private assets and lifestyle requires
a dedicated personal insurance team that understands your
goals. As a Wortham client, you’ll have access to
a staff of highly skilled professionals and technicians
who together can provide a comprehensive insurance package
to meet your needs.
Your Wortham team will identify comprehensive personal
property and automobile policies, including homeowners,
high-rise condominiums, single or multiple automobiles
and collections of fine art, antiques, jewelry, automobiles
and other vehicles. We provide advice on other important
coverage for watercraft and yachts, farms and ranches,
family offices, workers compensation for household staff
members, and executive personal risk management. We arrange
liability policies for clients—with personal umbrellas
from $1 million to over $100 million. For designated
groups such as law firms and physician groups, we also
coordinate group excess policies.
At Wortham, we recognize that your personal insurance
needs extend far beyond indemnifying you against losses
to your home or automobile. We have significant experience
in developing protection strategies for family limited
partnerships and trusts and advising multi-generational
families.
Over the years, the Wortham team has earned a well-deserved
reputation for serving our clients’ personal insurance
needs with the highest levels of professionalism, commitment
and resourcefulness. You can be assured that your Wortham
team will work on your behalf to create the insurance
strategies that best meet your interests.
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As
his collection of dozens of antique automobiles grew, a
Wortham client faced exorbitant costs to insure his treasured
cars. To help the client rein in his automobile insurance
expenses, Wortham’s staff of personal insurance professionals
conducted a thorough research of insurance options that
would offer the client significant savings, while still
providing him with sufficient coverage. By thinking outside
of the box, the team tailored a policy that met the client’s
insurance needs—and got him back in the driver seat
of his classic cars. 
