Private Client Concierge

 

 

 

 

Providing insurance and risk management solutions for affluent individuals and their families requires in-depth experience. Onecap Services is designed with the successful private client in mind. We are expereinced in finding solutions to minimize risk to your private assets by evaluating current market coverage, conducting thorough interviews and follow-up evaluation processes that guide wealth planning. We may analyze your current and future obligations, such as existing contracts and make exacting recommendations for future strategies, or we may review new leases and construction contracts before they are approved and save you valuable resources. Our goal is to save you time and money for years to come.

77 Spruce St., Suite 203 Cedarhurst, NY 11516 | 708 Third Avenue, 6th Floor New York, NY 10017 © 2014 Onecap Services, LLC. All rights reserved.