Your World.


The world is changing - creating unprecedented risks and exposures that threaten the protection of your family and wealth.

As your dedicated protection advisor, we combine world-class expertise with an array of award-winning solutions needed to protect your extraordinary assets and lifestyle.


The Clients

Who Choose Us.

For two decades, we've been entrusted to protect many of the world's wealthiest families and leaders of business including:

- C-Level Executives

- Founders and Entrepreneurs

- Privately-Held Family Offices 

We know that our services are not for everyone - yet, for the

select clients we serve, Calibre offers unparalleled solutions for insuring their lifestyle and managing the protection of their wealth.


The Values That Differentiate Us.


We are dedicated to protecting highly-distinguished clients - providing one of the industry's most comprehensive platforms for protecting highly-successful individuals and families.


Calibre is a nationally-recognized industry leader - and for over two decades, our advisors have been entrusted to protect many of the world's wealthiest individuals and families.


We are a privately-held organization - uncompromised by

the interests of shareholders or investors.  Our independent,

conflict-free positioning allows us to be more resourceful in

meeting client needs while more effectively aligning our firm

with the interests of our clients.

Clients First

We diligently serve in our clients' best interest - providing solutions that are objective and without prejudice.

Our "clients-first" commitment allows us to represent client

interests most effectively and do what is ethical and best - even when it increases our costs to do so.


The Numbers

That Define Us.

We're motivated by the responsibility we've been given to safeguard the highly-distinguished clients we serve.

"We oversee the protection of over $7 billion in client personal assets - each and every day."

This unique privilege inspires us to serve better, work harder,

and achieve greater for our clients - a way of doing business that's reflected through our continued growth and success.


High Net Worth

Clients Served

$38 Million

Average Client

Net Worth


Average Client

Rating of Calibre


Annual Client



With Us.

When it comes to protecting your lifestyle in today's increasingly perilous society, you need an advisor who

understands your wealth and can offer the expertise and choice of solutions to protect it most effectively.

Have a confidential conversation with us today and

discover what Calibre can do for you.