Risk Management

Family Office Specialty Practice

Protection for your family office. Connection to our expertise.

The Family Office Specialty Practice is uniquely positioned to serve producers and their customers. We’re one of the few companies with a dedicated and expert team dedicated to the unique needs of these policyholders, including:

●     Comprehensive solutions for single and multi-generational families

●     Group personal excess liability solutions for multi-generational families

●     Proactive loss prevention and risk management expertise, such as assistance with business continuity plans or cybersecurity

●     Business insurance solutions for the family office entity or related commercial pursuits

Family office affiliations 

We are proud to collaborate with esteemed family office organizations, including:

Family Office Exchange (FOX)

Southeastern Family Office Forum (SEFOF)

Institute for Private Investors (IPI)


Contact us to arrange a confidential conversation or request a referral to a best-in-class independent insurance advisor in your area.

Contact Us Today

Solutions For The Complexities Of Wealth From Those Who Know