Family Office Risk Management
Family Offices
For families whose affairs have a staff — or should. We work alongside the family office, the attorney, and the CPA as the risk seat at the table: one picture of every entity, property, and policy, kept current as the family changes. Reviews run on a generational clock rather than a renewal cycle, and when a loss happens, the claim is ours to run — quietly, until it's paid.
Wealth carries exposures no home or auto policy contemplates. We build coverage for the ones families prefer to handle quietly.
What we cover
Cyber & data security
Family accounts, house systems, and the staff who use them are targets. Coverage and protocols for fraud, intrusion, and extortion.
Travel & crisis response
Medical evacuation, secure travel, and a plan for the day something goes wrong far from home.
Kidnap & ransom
Rare and real — and never discussed after the fact. Placed discreetly, with response resources attached.
Public profile & social media
Liability that follows a family name: defamation, harassment, reputational attack. Covered before it's tested.
Board & fiduciary roles
Seats on boards, foundations, and family entities carry personal liability. We size directors' and fiduciary cover to the roles you actually hold.
Trust & estate risk advisory
Trusts, estates, and the assets held inside them carry risk the underlying policies rarely name. We review how the structure holds and place cover that answers to it.
Begin with a conversation
Tell us what you own and where you stand, and we'll size the coverage to it — privately, and at your pace. It commits you to nothing.
Schedule a conversation