Helpful Information for Advisors

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You are in a unique position to connect your clients to unmatched insurance coverage and service advantages. Allow AIG to handle the risk, so your clients can enjoy the successful lifestyle they've created.

  • Continuing Education (CE)
  • As a trusted advisor, it's critical to prioritize learning and educational opportunities that allow you to stay current on matters that impact your clients and the protection of their assets. Private Client Group can help. We offer a range of continuing education courses that help you stay current on property and casualty issues that are relevant to your clients. Our goal is not to make you a personal insurance expert, but to broaden your basic knowledge of the risks that threaten your clients and the assets they've worked so hard to acquire.

    All courses are approved for property and casualty continuing education credit. Upon request, courses can be approved for CPE for accountants, CLE for lawyers and CFP for financial planners.

    Please view our CEducational series course guide to learn more about the courses we offer.
  • Family Offices
  • Customized insurance solutions for families

    Property and liability insurance is an essential part of wealth preservation, yet many advisors view it as a footnote to a client’s overall financial plan. Family office managers can rely on AIG to protect assets and provide an unparalleled service experience.

    Advantages offered by our Private Client Group include:
    • Comprehensive solutions for single and multi-generational families
    • Specialized coverages designed expressly to safeguard affluent lifestyles
    • Simplification—most policies can be packaged with a single effective date on one bill
    • Group personal excess liability insurance for multi-generational families
    • Proactive loss prevention and risk management expertise, such as assistance with business continuity plans
    • Extraordinary flexibility and personal attention at claim time
    • Easy access to other industry-leading AIG offerings, including private aviation insurance and kidnap and ransom protection
    Please click here to learn more.

    Professional insurance solutions for family offices

    Like many advisors, those working for family offices are vulnerable to lawsuits ranging from professional negligence and mismanagement of funds to employment discrimination. Without proper insurance in place, your personal assets could be at risk.

    Solutions offered by our Executive Liability division include: When considering professional and management liability for your family office, it helps to be prepared. Click here to learn more about family office insurance best practices.


    Private Client Group is proud to be affiliated with the following family office organizations:

    FOX logo

    FOA logo

    For more information on these family office organizations and Private Client Group, please contact Gina Teresi at

  • Additional Information/Affiliations
  • Affiliations

    FPA Institutional MemberFOX logo

    Contact us

    For additional information, please contact David Hubbard or Gina Teresi. Or, visit

    David Hubbard
    Vice President
    213 689 3837

    Gina Teresi is an expert in finding new and unique ways to protect the assets of successful individuals and their families through insurance; with over 18 years of experience in the industry. In her present role with Private Client Group, she oversees the strategy and implementation of national continuing education programs for trusted advisors and is charged with finding unique insurance solutions for family offices and equine enthusiasts. Gina serves as resource to family offices, helping to match their clients with best in class insurance brokers who specialize in designing customized risk management programs.

    Prior to joining Private Client Group, Gina spent 14 years in the high net worth property and casualty division of Chubb Insurance. In her last five years with Chubb she focused on their premier Signature segment, which services clients with especially complex insurance needs, and was their Family Office Manager. Gina graduated from Gettysburg College with a dual major in Economics and Studio Art.
    Gina Teresi
    Vice President
    585 662 5965

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