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