Family Enterprise Risk
Let us manage life’s risks—
so you can enjoy its rewards.


Informed by nearly a century of experience, we address risk across every venture – business, investment, philanthropic and lifestyle – of the multi-generational family.
How We Help
Our unique experience serving every manner of the family enterprise ensures a holistic and consolidated program of insurance solutions, no matter the organizational structure. Whether yours is a family office, operating company or holding company, we will work with you and your team of advisors to coordinate all necessary risk and management services.

Our Approach
We provide each of our clients with a dedicated personal insurance team that is solely focused on your risk exposures and maintaining the utmost confidentiality. Our dynamic service team is led by a family enterprise risk advisor and an around-the-clock team of experienced problem solvers consisting of an account executive, licensed assistant, claims specialist and commercial expert.
Family Members
- High-end homes and estates
- Fine art, jewelry and collectibles
- Personal liability
- Protection of trusts, LLCs and family limited partnerships
- Specialty risks
- Small business insurance
- Yachts and private aircraft
Family Business
- Commercial property and casualty
- Employee benefits
- Directors and officers, employment practices and fiduciary liability
- Cyber liability and crime insurance
- Corporate aircraft
Family Office
- Business office insurance
- Directors, offices and trustee liability
- Family foundations
- Cyber liability
- Fidelity bonds
- Employment practices liability
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Additional Resources
Timely insights about insurance and risk.


