With direct ties to independent family enterprises, we understand the importance of protecting our client family’s assets, legacy, and confidentiality. Our family office risk management advisor is an extension of a client family office’s team and determines the program structure, selects coverages, provides risk mitigation counsel, recommends proactive services and advocates for the family’s claims.  We approach the family’s risk management needs from a holistic perspective, protecting assets and legacy from the commercial and personal insurance perspective and providing (employee) benefits solutions for the family’s employees.

Our family office risk management team’s holistic approach relies on our deep expertise to protect the assets and family legacy and decades of first-hand experience.

Ranked by Private Asset Manager Magazine as a “Best High Net Worth Insurance Broker” finalist for the past four years, our family office team leads the way with innovative benchmarking, security counsel, claim analytics and vanguard risk management counsel.

Contact us if you are interested to learn more about how your family can achieve comprehensive, tailored insurance solutions for the myriad of individual and generational family dynamics.