Securing Passions,
Preserving Legacies
Protecting what you’ve built today to ensure it’s still here for your family tomorrow.
Who we are
Educating with heart, protecting with trust.
At IMA Private Client, we understand that extraordinary lives require extraordinary care. That’s why we place the human element at the heart of every successful risk management strategy. By listening closely, we gain a deep understanding of our clients’ priorities and aspirations. From there, we craft insurance solutions tailored to meet the demands of today while preserving and protecting your legacy for generations to come.
Innovative Insurance Solutions
Auto
Whether it’s a daily driver, a vintage collection, a specialty vehicle, or a weekend indulgence, we offer tailored protection for everything that moves you.
Lifestyle
Protecting your passions by ensuring your lifestyle is covered across land, sea, and sky.
Property & Liability
Our comprehensive solutions cover family homes, vacation rentals, flood, CAT, personal liability, and umbrella policies, ensuring every detail is protected.
Specialty
Offering bespoke solutions for unique risks, our Specialty insurance covers kidnap and ransom, cyber threats, and Directors and Officers (D&O) liability.
Valuables
From timeless jewelry to exquisite art, curated wine collections and more, our Valuables insurance provides tailored coverage for your most prized possessions.
Family Office
We partner with family offices to protect multigenerational assets, ensuring your family’s legacy continues to flourish across generations.
who we serve
Serving clients who value precision and excellence.
IMA Private Client is dedicated to individuals and families whose unique lifestyles and exceptional assets require thoughtful, customized protection. Whether safeguarding homes, preserving passions, or protecting treasured collections, we place our clients’ goals at the center of every planning process. Each client brings a distinct portfolio and vision, and we work collaboratively to deliver bespoke, flexible solutions that protect what matters most, for today and for the generations to come.
A claim paid by my former carrier caused me to seek greener pastures. Despite clear liability on the other driver in an accident involving my daughter, the carrier paid the claim because the other party filed first. After 30 years in commercial insurance, I knew this was wrong. We moved to IMA Private Client and have been thrilled with the service and value. Highly recommend IMA Private Client!”
Steven Woodard, CPCU, AU
personal insurance client
I have so many amazing things to say about IMA Private Client! As a new customer, I’m very pleased with their customer service. Morgan Orlando helped me select the right coverages for my family and has been very attentive. Christy Perrine efficiently sorted out a mortgage billing issue and advised on filing a claim. Sharron Hall offered sound advice on a total loss claim. If you want reliable coverage and a great customer service team, this is the place! ”
Alden Wagner
personal insurance client
I have been a client of IMA Private Client for more than 40 years, and cannot remember a time I was a client of anyone else. IMA Private Client returns my calls instantly, and they are completely responsive to all requests and questions I have. Waldman Bros’ develops warm, personal, working relationships with its clients, and they have provided me with decades of first-rate service. ”
howard rachofsky
personal insurance client