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June 21, 2023

Marsh McLennan Agency Private Client Services Wins “Best Insurance Brokerage Provider” in the Tenth Annual Family Wealth Report Awards 2023 

Marsh McLennan Agency Private Client Services (PCS) has been selected as the winner in the ‘Best Insurance Brokerage Provider’ category at the Tenth Annual Family Wealth Report Awards 2023. 

The Family Wealth Report Awards honor innovators who serve the family office, wealth, and advisory communities in North America. Family Wealth Report selected Marsh McLennan Agency PCS for its advanced technology and specialty practice solutions, and expanded referral partnerships for high net worth and family office clients.

Pete Walther, president of Marsh McLennan Agency PCS, said, “We are incredibly pleased to receive this recognition of our decades-long dedication to the family office client segment. And we are continuing to lead the way in delivering innovative, holistic personal risk services to family offices and their members by advancing our digital capabilities to best serve clients.”

Stephen Harris, ClearView Financial Media’s CEO and publisher of Family Wealth Report, was the first to extend his congratulations: "Every category winner and highly commended firm has been subjected to rigorous and independent judging process and should be rightly proud of the success they have achieved this year. I offer my congratulations and best wishes for the future to all winners and highly commended firms - they are all worthy recipients who join the elite list of wealth management professionals who form the global elite of Family Wealth Report Award winners."

Winners and highly commended companies were announced on May 4, 2023, at the gala ceremony at the Mandarin Oriental Hotel in Manhattan, New York.

Read more about MMA’s Private Client Services business.