Family offices face a wide range of personal, commercial, strategic, and financial risks that require specialized insurance solutions and risk management support. In today’s complex environment, family offices and family enterprises must navigate challenges such as cyber threats, fraud, natural disasters, social unrest, multiple property exposures, business risks, family governance issues, and direct investment risks. We help family offices protect their families, assets, and legacy with tailored insurance strategies designed to address the unique risks of family offices and their related enterprises.
Data source: Family Office Benchmarking Study
You may be surprised to learn that most successful families don’t have the complete insurance protection they need. In fact, nearly 60% of families are overpaying to be underinsured, which means it’s likely they’re inadequately covered.
We have the knowledge and experience to ensure your family is protected because we’ve been serving family offices since 1980. By working with us, you receive customized solutions for your unique set of risk issues. We’re the only advisor with the depth of experience in family office insurance to fully protect the people and things you love.
With the backing of the world’s largest risk advisor, we offer unique expertise, local reach, global resources, and a personal approach to protect your extraordinary life.
Like you, our clients are exceptional in the way they build wealth and pursue their dreams. Each client we serve receives customized coverage. We’re proud and humbled to serve some of the world’s leading families, family offices, as well as thousands of individuals who have trusted us to help protect their property, assets, wealth, and lifestyle. Many of our clients:
Our Private Client Services team offers your family office tools to streamline processes and simplify risk management, all in one place. Our resources include:
