Private Client Group

High-net-worth individuals in communities including Atlanta, Savannah and Hilton Head rely on Morris & Templeton for personal risk management services. Financial success comes with its own challenges; protecting the wealth you have worked to accumulate requires a carefully designed custom personal insurance package.

At Morris & Templeton, our Private Client Group offers the highest level of personal risk management services for high-net-worth individuals and their families.

Our experienced staff offers advice on personal insurance coverage:

  • Kidnapping and ransom insurance
  • Directors and officers insurance
  • Identity theft insurance
  • High-value homeowners insurance
  • Valuable property coverage
  • Life and health plans
  • Employment practices liability insurance
  • Coverage for live-in help or domestic help
  • Additional coverage for jewelry, gun and wine collections, classic cars and yachts

Dedicated Personal Risk Management Services

Working closely with you, your attorneys, accountants and financial advisors, we make every effort to help you create a fully customized insurance and risk management plan to limit your exposure and potential liability.

By tailoring our work directly to your unique needs, we work to create an insurance package that has the ability to address a wide range of potential situations. While life is certainly unpredictable, we work to take the worry out of the future, and offer you the confidence in knowing that you, your family, your business and your wealth is protected against virtually any contingency.

Personal Support Throughout the Life of Your Policies

Creating an insurance package is simply the first step in our service offering; our real work begins once your policies have gone into effect. Throughout the life of your policies, we will conduct regular reviews of your situation and changing needs and offer advice on additional exposures or alternative policy options. We also remain accessible to assist during the claims process in the event of a loss.

To learn more about our private client group coverage and personal risk management services, call 912-355-4549 or contact our agency online. To begin the process of creating a customized insurance package, request a quote today. We proudly serve clients in Savannah, Hinesville, Atlanta, Statesboro, Dublin, Macon, St Mary’s, as well as South Carolina residents in Bluffton, Beaufort and Hilton Head Island.