Teams at The Misch Group

Provides estate planning, trust administration, and private client legal services to high-net-worth individuals, families, and business owners. Manages and expands long-term client relationships, coordinates with tax and investment professionals, supports integration of acquired practices, and ensures legal, ethical, and fiduciary compliance. Candidates must bring substantial trust and estate experience, a portable client book of approximately $10 million or more in client assets or equivalent relationship value, and strong client-management skills.

Manage and service a portfolio of high-net-worth personal lines clients, handling renewals, endorsements, coverage reviews, remarketing, and carrier coordination. Advise on complex coverages (umbrella, valuable articles, household workers comp), document account activity in the agency system, and partner with underwriters and wholesalers to deliver high-touch service.

Serve and advise high-net-worth personal-lines clients: manage renewals, endorsements, coverage reviews, remarketing, and carrier coordination. Identify exposures, recommend complex coverages (umbrella, valuable articles, household workers comp), maintain agency management records, and partner with underwriters and wholesalers to deliver high-touch service.