Ultra-Luxury Focus – Expertise in Scottsdale and Paradise Valley $2M+ properties.
Broker Price Opinion (BPO) – Professional valuation to help you assess investment opportunities with precision.
Strategic Marketing & Negotiation – Tailored campaigns, private showings, and discreet sales for high-profile clients.
Market Intelligence – In-depth analytics and insider insights to secure ideal properties at the perfect moment.
UHNW Partnerships – Collaborations with elite law firms, such as Gavvel, for estate planning, asset protection, and complex transactions.
Risk Management & Insurance – High-value coverage solutions through Marsh McLennan / Lovitt & Touche for estates, collectibles, and liability protection.
Wealth & Tax Consulting – Access to private wealth advisors specializing in structured financial strategies and tax optimization.
Ex-Military Security – Advanced surveillance, property fortification, and personal protection for absolute peace of mind.
Discreet Screening – Ensuring only qualified and verified individuals tour or interact with your property and assets.
Emergency Planning – Customized protocols to safeguard clients, their homes, and their families.
Bespoke Hospitality – Private chefs, event planners, and curated culinary experiences tailored to your lifestyle.
Concierge Maintenance – 24/7 property oversight, including landscaping, housekeeping, and managing repairs or renovations.
Luxury Construction & Renovation – Direct access to elite builders and project managers for high-end development or fix-and-flip projects.
Move-In Services – White-glove relocation, interior design consultations, and personal staffing for a seamless transition.
Bob Kerner, a seasoned 24-year insurance professional, specializes in private client risk management and has served many billionaire families. His expertise lies in catering to clients with family offices, utilizing best-in-class practices and a dedicated team. He extends his services to emerging affluent clients, with a minimum of $5 million investible, up to ultra-wealthy families.
Bob’s passion for collector cars is evident through his involvement as Co-Chairman for the La Jolla Concours d’ Elegance and his longstanding membership in the Classic Car Club of America. His contributions to the Petersen Automotive Museum and appearances on the Cars Yeah podcast underscore his dedication to the automotive and collector car hobby.
As a sales executive at Marsh McLennan Agency, Bob’s practice covers all risk transfer needs for ultra-wealthy families globally. Bob takes a hands on approach to getting to know his clients, their needs and philosophy on insurance. With this information he is able to tailor their program in such a way to bring both value and proper risk management.
Bob is married to his lovely wife Laura and together they have three children, Stephanie, Chad and Michal.
We learn about your specific lifestyle preferences and objectives.
Our team customizes solutions—legal, insurance, security, hospitality—around your unique needs.
We coordinate every aspect, keeping you informed but never overwhelmed.
After you close, we remain your dedicated partner for all future home and lifestyle needs.
