Privilege Underwriters Reciprocal Exchange (PURE) Insurance is a property and casualty insurance company designed exclusively for successful, responsible families. We opened for business more than 15 years ago with the goal of offering something different in the insurance space: a company focused on doing what’s right for our membership (policyholders), one that promotes transparency and alignment of interests, and delivers greater value. 

Today, after growing at least 15% in each year since we began, we are the most awarded insurer in our category, offer coverage in all 50 states that includes high value homeowners, automobile, collections, watercraft, personal excess liability, fraud & cyber and flood to a membership of more than 100,000 individuals and families. 

Bernstein Private Wealth Management, Boston serves as confidants to some of New England’s most astute investors, helping them solve complex challenges—ones that extend well beyond wealth management.  We combine decades of experience with the “above and beyond” attitude of an intimate boutique.​

Our advisory team advises entrepreneurs, ultrahigh-net worth and high-net-worth multi-generational families, non-profit organizations, corporate executives, athletes and entertainers, and professional practice leaders, on planning for—and living with—the complexities that come with significant wealth.

Bernstein Private Wealth Management, Boston, is a business unit of AllianceBernstein, which ranks among the largest investment managers in the world, with offices in major world markets across 26 countries and jurisdictions and nearly $700 billion in assets under management. 

Boston Financial Management provides wealth management and investment advisory services for individuals, families, endowments, and not-for-profit organizations. We were founded to answer the unique challenges that come with wealth and continue to provide solutions to our client’s most important financial questions.

Cambridge Bancorp, the parent company of Cambridge Trust Company, is based in Cambridge, Massachusetts. Cambridge Trust Company is a 133-year-old Massachusetts chartered commercial bank with approximately $5.37 billion in assets at March 31, 2024, and a total of 22 Massachusetts and New Hampshire locations. Cambridge Trust Company is one of New England’s leaders in private banking and wealth management with $4.8 billion in client assets under management and administration at March 31, 2024. The Wealth Management group maintains offices in Boston, Massachusetts, Concord, Manchester, and Portsmouth, New Hampshire, and Southport, Connecticut.

Ruberto, Israel & Weiner is a well-established business law firm based in Boston, providing legal services to a diverse client base throughout the region, across the U.S. and internationally. We combine the skills and resources often found in a larger firm environment, with the accessibility and responsiveness a smaller more flexible firm structure provides. Every matter is directly managed by highly experienced attorneys with a well-informed support team to ensure both effectiveness and efficiency.

RIW represents individuals and all forms of business entities in a variety of industries, including technology, manufacturing, securities, banking and lending, hospitality and retail services, construction, insurance, and commercial real estate. Our highly skilled attorneys are also knowledgeable in the practical business issues related to the industries we serve.

The Grossman Companies (“TGCI”) is a family-owned real estate investment firm based in Quincy, Massachusetts. With local roots and New England marketplace expertise dating back more than 130 years, the TGCI platform focuses on acquisitions, private lending and asset management. TGCI owns and manages an extensive and diversified portfolio of commercial and residential properties. Additionally, First Boston Capital Partners, a wholly-owned TGCI affiliate and New England’s most active private lender, has originated more than $1.1 billion of acquisition, renovation and construction loans since 2012.

Webster is a leading commercial bank in the Northeast that provides a wide range of digital and traditional financial solutions across three differentiated lines of business: Commercial Banking, Consumer Banking and its HSA Bank division, one of the country’s largest providers of employee benefits solutions. Headquartered in Stamford, CT, Webster is a values-driven organization with $75 billion in assets. Its core footprint spans the northeastern U.S. from New York to Massachusetts, with certain businesses operating in extended geographies.