At Marsh McLennan Agency Private Client Services (MMA PCS) our team understands how to protect what you are passionate about. Starting in 1980, we established the first dedicated high-net-worth insurance brokerage business in the U.S. This has been our specialty ever since, and with greater focus comes greater expertise. Coupled with the support of 150 years of Marsh McLennan innovation, we continue to advance solutions and create services to match today’s changing risk landscape.
We are a Marsh McLennan business, delivering high-touch, local service wherever you need it. We have been trusted for years by the world’s top companies and families because no one can match our access to world-class resources, industry thought leadership, extensive global carrier partnerships, innovative analytics, catastrophe modelling, and dynamic program design.
Family offices and their related enterprises face a convergence of personal, commercial, and financial risks that require extraordinary protection. While change is a part of everyday life, many factors including social unrest, natural disasters, cyberattacks, and fraud create an ever more complex risk environment. That means you, your family, and their family enterprise face a combination of personal, commercial, strategic, and financial risks. Many families we work with manage similar risks, including owning multiple properties in multiple locations, running a business, navigating family dynamics, cybersecurity issues, direct investing risks, and more.
As part of the world’s largest risk advisor, MMA PCS offers unparalleled global resources delivered through local teams. We’ve built relationships with the industry’s leading carriers, allowing us to negotiate on your behalf and find coverage even when others can’t, which means that no problem is too complex for us to solve. Our team makes handling one-of-a-kind solutions part of our daily routine.
For further information, please contact:
Kimberlee Connell, Managing Director West Zone, Private Client Services, Family Office Leader
Email: Kimberlee.Connell@MarshMMA.com
Tel: +1 972 770 1460
Mob: +1 469 623 0162
Address: 8144 Walnut Hill Lane, 16th Floor, Dallas, TX, 75231, United States
Website: www.mmapcs.com
MMA PCS Family Office Capabilities
1fs:Wealth is a UK headquartered fintech company that innovates in wealth technology and has pioneered a revolutionary Digital Wealth Intelligence platform for family offices, wealth managers and private banks. The platform manages and controls all assets allowing strategic portfolio and asset level decisions through the highly efficient use of data and technology.
The First:Wealth intelligence platform enables clients to efficiently load all of their assets including liquid, illiquid, real estate and collectables and all associated documentation.
It provides a single, accurate, real-time view of global assets, with detailed insights into asset-tracking, real-time valuations and risk and drill-down capabilities into SPVs, trusts and individual assets. Furthermore, the highly secure platform enables accurate tracking of ESG and Impact investments. It provides a framework for Principals and NextGens to accurately monitor and protect family wealth.
The 1fs:Wealth team is led by finance entrepreneur Bobby Console-Verma and his co-founder, technology entrepreneur Vitaly Nechaev.
Along with an exceptional team, they bring deep expertise in finance and a proven track record of designing and building easy-to-use technology that solves critical client problems.
For further information, please contact the team at: sales@1fs.co
