WHO WE SERVE

The People and Offices We Insure.

BCU works with successful families and with the advisors who guide them. Both groups get the same thing from us: a single coordinated insurance program and a single point of contact who knows the whole picture.

Two Audiences. One Standard of Care.

Half of BCU's relationships begin with a family. The other half begin with an advisor. Family offices, wealth managers, RIAs, and estate attorneys bring their clients to BCU when the personal risk picture has grown past what a standard broker can handle.



The engagement looks the same in both directions. We do the work. We carry the worry. We report back to whoever needs to know, whether that is the client directly, the family office, or the referring advisor.

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Family Offices

Single family offices, multi-family offices, and the executives who lead them. BCU is the insurance counterpart to the family office.

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Wealth Advisors & RIAs

Registered investment advisors, private wealth firms, and independent advisors who need a personal risk partner for their clients. We sit beside the wealth manager, not in front of them.

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High Net Worth Families

Multi-property households, families with complex asset portfolios, and multi-generational families. BCU brings the full picture into one coordinated program.

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Real Estate Owners & Investors

Multi-property owners, vacation and secondary homeowners, families managing renovation and development projects, and holders of LLC-owned real estate portfolios.

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Art Collectors

Private collectors, foundation and philanthropic collections, and families with museum-quality assets held in private residences.

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Executives, Attorneys & Board Members

Corporate executives, attorneys with elevated liability exposure, and board members serving on public, private, and nonprofit boards.

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Equestrian, Ranch & Landowners

Ranch owners, equestrian families, large acreage landowners, and clients using land for recreation, hosting, or agricultural purposes.

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Automotive Collectors

Collector car owners, exotic vehicle enthusiasts, and multi-vehicle households with significant automotive holdings.

Not Sure Which Category Fits?

Most BCU clients fit more than one. A short conversation is the best way to understand how BCU would work in your specific situation.