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News Release

Alliant Private Client Named Best Insurance Broker at 2021 Family Wealth Report Awards for Second Consecutive Year

By Alliant

Alliant Private Client team honored for remarkable client service and innovation among global private banking, wealth management, and trusted advisor sectors 

NEWPORT BEACH, CA — Alliant Private Client, a division of Alliant Insurance Services, has been named Best Insurance Broker at the 2021 Family Wealth Report Awards for the second consecutive year. This prestigious honor places Alliant Private Client and its national team of experts in the company of the most innovative and exceptional firms, teams, and providers in the global private banking, wealth management and trusted advisor sectors.

“This high honor exemplifies our team’s continued commitment to providing outstanding customer service, innovative solutions, and valuable insights, which has allowed us to deliver consistent and powerful results to our affluent clients and their families,” said Cindy Zobian, Executive Vice President and Managing Director, Alliant Private Client. “We are honored to stand with the nation’s leaders for excellence in wealth management.”

A panel of industry experts from family offices, private banks, trusted advisors, consultants, and other service providers selected the 2021 Family Wealth Report Award winners based on a variety of qualitative benchmarks, supported by quantitative metrics. Additionally, they highlighted the resilience and remarkable customer service the winning firms demonstrated throughout 2020.

This is the second consecutive year and fifth time overall that Alliant Private Client has received the Best Insurance Broker distinction from Family Wealth Report. Additionally, in February, the division was named Best High-Net-Worth Insurance Broker at the 2021 Private Asset Management (PAM) Awards for its outstanding service to clients and continued innovation in asset management.

Alliant Private Client offers a full suite of insurance and risk management services to private clients across the U.S. The team focuses on helping families and individuals preserve their wealth and secure their legacy.