Industries We Serve

The Rhodes Private Client Practice is a Personal Risk Management Advisory Practice serving the needs of successful families and individuals. We provide a consultative apporach to Personal Risk Management, and our Core Focus is guided by our Core Values.

CORE FOCUS:  To serve the needs of our clients by providing tailored Personal Risk Management Programs that meet our clients needs, goals and expectations to protect what matters most.  And to serve the needs of our referral partners by taking the time to understand their core values, service standards and best practices then build customized workflows that create a seamless experience for them and their clients.


  1. Put in the Work
  2. Masters of Our Craft
  3. Intentionally Relational
  4. Team Before Self
  5. Make an Impact
Market Segments We Serve:
  • C-Suite Employees
  • Entrepreneurs
  • Business Owners
  • Family Offices
  • Financial Advisors
  • Residential Real Estate Brokers
  • Real Estate and Trust Attorneys
  • High Value Home Insurance
  • Automobile Insurance
  • Personal Excess Liability Insurance
  • Jewelry, Art & Collectibles Insurance
  • Fraud and Cyber Defense
  • Watercraft Insurance
  • Flood Insurance
Other Coverages:
  • Condo, Co-op & Fine City Residence Programs
  • Equipment Breakdown
  • Coverage for High-Risk Homes

Industry Solutions:

1. Relationship Program

Our business is built on relationships, and that includes serving the needs of our referral partners.  At Rhodes, we have streamlined the process for how we engage with professional advisors across a variety of industry verticals – Financial Services, Real Estate, Estate Attorneys and Tax Advisors.  We implement industry specific workflows, processes, and tech that are designed to make it easier for you and your clients to engage with us.

2. Group Excess

A Group Excess Liability Program can be a great solution for your senior-level executives or the clients of your firm.  Excess Liability is a) a financial tool that helps protect your individual assets and accumulation of wealth and b) additional protection should the costs of a lawsuit or damages exceed the liability limits of your primary policies, such as home, automobile, and watercraft policies.  A Group Excess Liability Program can be viewed as a benefit for designated employees, or clients, providing protection for the individual and the company.