ABOUT US
Your World.
Protected.
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.
Commitment
We are dedicated to protecting highly-distinguished clients - providing one of the industry's most comprehensive platforms for protecting highly-successful individuals and families.
Competent
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.
Conflict-Free
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.
275+
High Net Worth
Clients Served
$38 Million
Average Client
Net Worth
9.54/10
Average Client
Rating of Calibre
99.7%
Annual Client
Retention
Talk
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.