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Family Office Insurance

Protect your family office from destructive events with premier insurance.

Family Office Insurance

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Family offices provide an extensive variety of services for their network of clients including tax and estate planning, wealth management through the creation of trusts and LLCs, and risk management. We understand the growing need of insurance programs that are tailored to meet those distinct needs and risks.

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Sterling - Modern Large Three Story Home with White Walls, a Red Door, and Gray Roof on a Nice Day

Coverages Offered:

  • Professional Liability
  • Family Trust and Liability
  • Directors and Officers Coverage
  • Employment Practices Liability
  • Pension and Welfare Plan Liability
  • Private Fund Coverage for Investment Entities
  • Commercial Property Insurance
  • Cyber Liability
  • General Liability
  • Commercial Auto
  • Excess Liability
  • Workers Compensation
  • Crime Insurance

  Request a Family Office Insurance Proposal

As an independent agency, we are here to help you find the right coverage.

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  • Go over your options with an agent.
  • Get the coverage you need.

Would you rather discuss this in person? Get in touch with an agent today!

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