Private Client Services

The rewards of managing a business reach far beyond your company’s walls. Your home. Your assets. The lifestyle your family enjoys. These are the true irreplaceables. And they require the same protection as your business – if not more. Using the Lyons Principle, our experts get to know you, your family, and the additional risks that come with your success. And ensure that you’re covered against all of them– now and in the future.

Comprehensive protection

With greater responsibility often comes greater liability. That’s why personal excess liability insurance is a must – especially for company directors and officers who may face risks generated by the actions of their subordinates or 3rd party vendors. Similarly, your family’s pursuits may create additional exposure through travel, building private collections or even charity work. That’s why Lyons employs a comprehensive matrix of key risk identifiers to custom craft the right coverage for you, your cherished assets and your family’s lifestyle.

Cost analysis and competitive pricing

Once we’ve identified your coverage needs, our experienced experts conduct a meticulous analysis of the potential program costs and draw on our extensive network of trusted, top-rated carriers to secure the most competitive rates.


Exceptional service starts with strong, proactive relationships. That’s why we pair every customer with a dedicated expert who takes the time to ensure that you understand every element of your coverage – no matter how complex. And when something comes up, big or small, we want you to call us first. So that we’re responsive this time – and proactive the next. It’s how we build trust – and keep you happy, healthy and safe.

Annual review and assessment

Every time your life changes – be it a promotion, major purchase or addition to the family – so do your coverage needs. That’s why we proactively monitor your coverage throughout your policy term. And provide a comprehensive coverage and premium comparison at renewal time to ensure that you always understand your options and make the best choices for you and your family. 

Wealth transfer

You work hard to secure a better future for the people you love. They depend on you, and you want to ensure that they get everything you’ve earned for them. Our expert consultants help you make that happen by providing core services like wealth management and estate planning. We especially focus on tax strategy, as it can affect not only your family but also the future health of your business. 

Life insurance

With the emphasis on protecting family members, assets and possessions, sometimes it’s easy to overlook what makes it all possible: You. That’s why Lyons works with you to lock in competitively priced life insurance coverage that secures your family’s future in your absence.

Expert and accessible professionals

Get to know our team of experienced consultants by clicking here.

Success stories

Get to know what we’ve done for executives like you by clicking here. We’re sure you’ll like what you learn.

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