Family Office

Come what may, stay resilient even through the most uncertain of fates.

High net worth insurance is done a little differently at BKS Partners, even down to the name—here we call it family office.

We didn’t rename it just to be different, the way we handle family office is different.

At BKS Partners, we are no stranger to the intricacies of family office insurance. Sure, everybody says that, but our very firm is founded by a family office. Our founders have presented us with the gift of experiential knowledge seasoned for decades.

Everybody talks about the HBO sensation, Succession, and while life isn’t a tv show, we know a thing or two about navigating the complexities of financially successful families.

Who is Family Office Insurance for?

Family office insurance caters to old and new money. Whether it be a dynastic multi-generation family like the Rockefellers or a first-generation entrepreneur like the great Gatsby made himself out to be. If you have financial assets to protect—we’re here to help.

Business is already complicated but add family dynamics and it can just get messy.

As Tolstoy said, “Happy families are all alike; every unhappy family is unhappy in its own way.” We don’t offer family therapy, but we do understand that family dynamics can be strained under the best of circumstances—adding finances into the equation only stirs the pot. BKS Partners can help cultivate a holistic insurance and risk management plan for your family office needs.

How do you know if this applies to you?

See if any of these common family office risks resonate with you:

  • Liability protection
  • Direct investing
  • Catastrophe planning
  • Domestic staff issues
  • Business operations
  • Cybersecurity
  • Family dynamics: including next generation insurance standards and education
  • Evolutions in the healthcare landscape
  • Effective transfer of wealth to the next generation.

You wouldn’t trust your family with just anyone, so make sure you select the insurance advisor right for you and your family. All our family office advisors at BKS Partners are experts in their field and are dedicated to cultivating the risk management plan for your empire’s specific needs.

Tell us about yourself, we want to know everything.

Our holistic approach means we need the whole truth and nothing but the truth—the big picture of you and your family. Not only do we want to know what you do and how you do business, but who are you? What are your passions? How would you describe your lifestyle? This information provides us with the ingredients for your personalized risk management soup. We pride ourselves on this 360º approach because we know that you can’t limit your life to just personal, professional, and business. Separating these three is a dangerous trifecta for potential risk gaps or overpaying for overlapping coverage. Our holistic approach means optimal and comprehensive coverage, terms, pricing, and service for the many facets of your life.

Insurance as distinctive as you are.

Named the “Best High Net Worth Insurance Broker in the U.S.” by Private Asset Manager and “Best Place to Work” by Insurance Journal and Fortune Magazine. Trusted by top wealth advisors, attorneys, accountants, collectors, and family offices—we deliver, and we invite you to experience it for yourself.

Our counsel, your success.

We specialize in family office counsel and risk mitigation that can grow with your lifestyle and business.

Insurance to keep pace with your lifestyle.

Our firm understands the necessity of a proactive stewardship to protect your legacy in these volatile times. Live your life, pursue your passions at your pace—we’ll make sure your insurance plan keeps up.

Of course, we are going to say great things about ourselves, but so do our clients.

“BKS impressed us not merely by addressing in a very thorough way all sorts of insurance issues related to the sample 4G and 5G, but in various other ways.” “I could go on, but the presentation was simply more thorough in every way than the other three brokers. On top of all that, they were lots of fun to be with.”
Family office client with 30+ households, BKS client since 2019.
New York
“BKS took our insurance and risk management program from a B+ to A+. We highly recommend Laura and her team to creatively review and manage complex insurance issues in a highly volatile marketplace.” - Single family office, BKS client since 2012.
Family office client with 30+ households, BKS client since 2019.
New York

Ensure your protection is as distinctive as you are.

Get in contact with an advisor today to see how BKS can support you.