Private Client

With financial success comes a lifestyle that’s open to more risks.
More valuables to protect and more complexity requires a capable team. Whether it’s the collection you treasure, the home you’ve built for your family, or the legacy you want to leave behind, we help protect what’s important to you.

Woodruff Sawyer’s Private Client services will shield your lifestyle with personalized insurance guidance and a resourceful team that’s always looking out for you. To best serve you and your family, we first gain a deep understanding of your passions and priorities, which results in a tailored risk protection plan to fit your goals.

Protecting What You Love

Our approach revolves around this mindset: “How can we make sure our clients’ lives are the least disrupted as possible? What inconveniences can we take away within our power?”

What you will get:

  • Ease and security, rather than feeling overwhelmed by insurance matters
  • Customized insurance solutions built for your lifestyle
  • More than just insurance; a sounding board and responsive team who can work with your financial planners, your family office, or you directly—to give you clarity on your risks
  • A personal and engaged relationship with one main point of contact—your advocate
  • The foundation of a stable, trusted firm with 100+ years protecting clients

What you won’t get:

  • A plan like everyone else’s
  • Assumptions about your desires or plans
  • Transactional relationships
  • Stranded to solve problems on your own
Jim Tolliver headshot

To learn more about our Private Client services, contact our Private Client Group Practice Leader, Jim Tolliver.

Judy Pearson Headshot

Find out more about how our Family Office & Trustee Liability Resource Group works with private trust companies and family offices to manage liability risks for fiduciaries.