The Seeman Holtz Private Client team follows the same “High Touch” Client Advisor Model currently used by Seeman Holtz Financial Services. We are deeply committed to providing the highest level of partnership with each of our clients.
Our mission is to provide affluent individuals and their families with complete risk management solutions to protect their assets and lifestyle. We begin by developing an understanding of your expectations, needs and risk tolerance levels. Once we have clearly understood and agreed about your needs, we will provide you with a program that is custom tailored to your specific situation. Our focus on providing comprehensive risk management solutions will help ensure that you do not have any gaps in your program and that you receive maximum value for your insurance buying dollar.
Our client advisor team has extensive experience partnering with family office directors; wealth advisors; financial planners; CPA’s; and trust/estate attorneys providing solutions to ultra high net worth individuals and their families with complex financial strategies, asset protection, and legacy concerns..
We are committed to meeting with you on a regular basis to make certain that there are no gaps in your insurance protection and to make certain that we proactively address any questions or concerns in a timely manor...