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Products & Services

Private Client Services

As personal insurance advisors, we take a holistic approach to each client’s portfolio, which is why we are a valuable partner and resource for our clients. We specialize in crafting personal risk management programs tailored to the unique, specific needs of highly successful individuals and families.

We work with highly rated insurance carriers whose broad coverages, expanded capabilities, and superior claims-handling abilities surpass the capabilities of standard personal insurance carriers. Our industry partners provide a high level of satisfaction to our clients, who recognize the value of working with the best.

Product offerings include:
  • Homeowners
  • Earthquake
  • Primary and Excess Personal Flood
  • Collections (jewelry, fine art, wine, etc.)
  • Personal Automobiles (including collectible vehicles)
  • Watercrafts
  • Personal Excess Liability (Umbrella)

We recognize that extra care goes a long way when it comes to personal insurance. Each asset represents a personal accomplishment and has special meaning, so we craft personal insurance programs with the utmost care. We will collaborate with you to enhance your protection and peace of mind.

DLD welcomes the opportunity to audit your insurance program, earn your trust, and become your partner.

Contact us to get started
949.221.1788 |