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February 13, 2025

“Best High Net Worth Insurance Broker” at 2025 PAM Awards

Our Private Client Services team was named “Best High Net Worth Insurance Broker” for a second consecutive year at the 2025 PAM Awards

Summary

  • We were awarded the "Best High Net Worth Insurance Broker" title at the 2025 PAM Awards.
  • This is our second consecutive win, seventh overall. 
  • The Private Asset Management (PAM) Awards honor outstanding achievements in the U.S. private wealth management space.

“Best High Net Worth Insurance Broker” 

Our Private Client Services team was awarded the title of “Best High Net Worth Insurance Broker” at the 2025 Private Asset Management (PAM) Awards. This is the second year in a row that we have won, and the seventh time overall that our team has received this prestigious recognition.

The PAM Awards celebrate insurance brokers who excel in the family office and high net worth sectors, highlighting those who have demonstrated exceptional performance in business and client growth, innovation, and client service over the past year.

Winning the PAM award for the seventh time underscores the effectiveness of our strategic approach, our deep expertise, our distinctive service model, and, most importantly, the dedication of our team. We are honored to be recognized for our proficiency in this field alongside an impressive array of wealth advisory firms, many of whom we collaborate with daily to provide exceptional service to our clients.

(Left to Right) Anne Rappa, George Wheatley, Sarah Aguirre, David Russell, Josh Gallant, Bob Donnelly, Ray Piacentini, Adrianna Cardinal, Diane Giles, Anne Leone

About the PAM Awards

The highly sought-after PAM Awards—often regarded as the Oscars of the U.S. private asset management industry—have provided a platform for top investment professionals, wealth advisors, legal firms, consultants, and other key service providers operating within the sector to showcase the incredible achievements they have accomplished. Winners were announced at the awards ceremony held in New York on February 5, 2025.

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