Private Client Services
Comprehensive Protection for the Life You’ve Built
When your world includes multiple properties, fine art, family trusts, and the kind of complexity your current broker may not fully see, you need more than a policy. You need a specialist.
Simpson | McCrady's Private Client team serves successful families with independent, advisory-driven personal insurance. Based in Pittsburgh, protecting what families have built in all 50 states and beyond. Protecting Tomorrow Today.
Most people with significant assets are over-insured in some areas, dangerously underinsured in others, and rarely aware of the gap. That is not a criticism of what came before. It is simply the reality of how standard insurance programs are built. In practice, the gaps we find most often look like this:
Your life is not standard. It is layered: properties, collections, family members, entities, and exposures that interact in ways a single-carrier, off-the-shelf program was never meant to address. At Simpson | McCrady, we begin every private client relationship the same way: with a comprehensive risk review that maps what you own, what you’ve built, and where you are genuinely exposed. We then access the full independent market, including our Chubb Cornerstone designation and a carefully curated panel of specialty carriers, to design a program that fits your actual life.
We are fiercely independent. We are education-forward. We are here when you need us, not just at renewal. That is not a promise made lightly. It is how our Private Client team has operated, without interruption, since 1911.
Why Simpson | McCrady
The Credentials Behind the Conversation
Private Client Services
Coverage Designed for the Complexity You’ve Built
Homeowners
Your home is central to your family's life and wealth. We offer high-value insurance that covers true replacement costs, detached structures, and domestic staff liability, ensuring your coverage matches your property portfolio.
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Valuable Articles & Collections
Fine art, jewelry, and collectibles need specialized coverage beyond standard policies. We partner with carriers who have art and valuables experts to ensure collections are insured at agreed value, without depreciation or hidden exclusions. A dedicated policy is essential for true protection.
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Auto & Collector Cars
We offer tailored insurance for all types of vehicles, ensuring coverage reflects their use, storage, and value.
Explore Auto & Collector Car Coverage →
Personal Liability & Umbrella
Successful families often face liability risks beyond standard home and auto policies. A personal umbrella policy offers essential, cost-effective protection. We assess your full liability, including board roles and public profiles, to ensure coverage matches your needs.
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Boats & Yachts
Are you looking for boat or yacht insurance? Your vessel carries exposures your home and auto policies were never written to handle.We represent multiple companies that write on the water, and we know which one fits which vessel.
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family offices
In the realm of high-net-worth individuals, the utilization of an office serves as the cornerstone of comprehensive wealth management — but often we see the insurance and risk management program out of date.
Explore famil offices Coverage →Ready for a specialist’s view of your coverage?
Who We Serve
Built for Clients Whose Needs Exceed What a Standard Program Can Hold
Successful Families
Primary residences, vacation homes, and investment properties across Pittsburgh and beyond require coordinated insurance to avoid gaps and conflicts. A tailored multi-property program is essential for successful families.
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Collectors
Whether your collection is decades old or newly acquired, its true value requires specialized coverage. We serve collectors of fine art, jewelry, and other high-value items needing agreed-value insurance without depreciation.
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Family Offices
Family offices managing wealth face complex insurance needs across entities and generations. We provide a coordinated approach, reviewing the entire risk landscape, not just policies up for renewal.
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Business Owners and Executives
For executives and business owners, personal and professional risks often overlap. We address these unique exposures by creating insurance programs that consider both personal assets and professional roles, ensuring coverage aligns with their true net worth.
Talk to a Private Client Advisor →A Private Client family · Fox Chapel, PA
When a pipe burst over the holidays, our advisor had an adjuster at the house before we'd finished cleaning up. They treated it like it was their own home.
Private Client · Sewickley, PA
Three generations of our family, the same trusted firm. They simply know our story.
Private Client: HNW Family, Pittsburgh Area
When our claim came in after the storm, Simpson | McCrady handled everything. We never had to fight with the carrier. They did that for us.
R.M. · Pittsburgh-area family, multi-property client
Simpson | McCrady didn’t just review our policies. They reviewed our entire situation. We had gaps we didn’t know existed, and they addressed all of it before anything became a problem. That kind of thoroughness is exactly what we were looking for in a firm.
T. and L.H. · Pittsburgh collectors, fine art and jewelry coverage
When we had a claim on one of our pieces, the process was handled exactly as promised: quickly, fairly, and without the back-and-forth we had experienced with our previous broker. That claims experience alone was worth the conversation we almost didn’t have.
D.W. · Western PA executive, personal lines and umbrella client
I’ve referred several colleagues to Simpson | McCrady because of how well they handled our family’s program. They are responsive, knowledgeable, and they treat you like a client, not a file number. There aren’t many firms like this left.
Personal insurance for successful families is a specialty, and the advisors who practice it well have spent years understanding the risk profiles, carrier relationships, and claims realities that define this space. Our Private Client team works exclusively with successful families, collectors, and family offices. They are not generalists who occasionally handle a complex account. They are the advisors your peers are referring you to.
Every private client engagement begins the same way: with a conversation about your situation, not a quote request. Our advisors are here to assess, advise, and advocate.
Amy Grim, CPRIA
Account Manager, Private Client Service Relationship Manager
Builds long-term relationships with successful families, coordinating comprehensive personal insurance programs that span homes, valuables, vehicles, and liability.
Lisa McGee, CAPI, CISR
Senior Account Manager, Private Client Services
Guides multi-property families and collectors through program design, renewals, and claims advocacy with a single accountable point of contact.
Rosella Hutchison
Manager, Private Client Services
Leads the Private Client Services team, guiding families and collectors through program design, renewals, and claims advocacy with a single accountable point of contact.
Start the Conversation
Let’s Talk About Your Coverage
Our private client advisors begin with a comprehensive review of your current coverage, at no cost, and with no obligation. Whether you’ve been referred by a trusted advisor, heard our name through a colleague, or want a second opinion on what you already have, we will give you a clear picture of where you stand. Protecting Tomorrow Today starts with one honest conversation.