Based in Cleveland, Ohio

Licensed Throughout the U.S.

Family Office Insurance

Coverage and risk management solutions for your family office.

Family office insurance in Cleveland, Ohio and throughout the United States.

Family offices provide an extensive variety of services for their network of clients including tax and estate planning, wealth management through the creation of trusts and LLCs, and risk management. We understand the growing need of insurance programs that are tailored to meet those distinct needs and risks.

Our insurance advisors take time to understand the unique needs of your family office, identify and eliminate gaps in coverage that might leave you exposed and create custom plans that fit your specific needs. We offer a higher level of risk management services to better protect the family office you have worked so hard to build.

Family Office Package Insurance

Family offices provide an extensive variety of services for their network of clients including tax and estate planning, wealth management through the creation of trusts and LLCs, and risk management. We understand the growing need of insurance programs that are tailored to meet those distinct needs and risks.

Cyber Liability Insurance

Cyber liability insurance protects your business against the expenses associated with a data breach. We’ll help you evaluate the data liability risks your business faces and find you a policy that meets your specific needs.

Interactive Graphic

Workers’ Compensation Insurance

Workers’ compensation insurance covers employees injured on the job or in auto accidents while on business. It also covers work-related illnesses. We’ll work with you to find a solution that creates a safer and more productive workplace.

Excess/Umbrella Insurance

Excess/umbrella insurance is designed to supplement existing insurance policies, giving you an additional layer of protection for your business. We’ll work with you to find the right excess/umbrella solution to cover all your business needs.

Employment Practice Liability Insurance (EPLI)

As an employer, you face a rising tide of employment practices litigation alleging discrimination, sexual harassment, retaliation, and other employment-related issues. We’ll work with you to help you assess and manage your risk proactively.

Errors and Omissions Liability Insurance (E&O)

Errors and omissions liability insurance protects any business that gives advice, makes educated recommendations, designs solutions or represents the needs of others. We’ll design coverage that will ensure that one simple mistake does not cause financial devastation.

Directors and Officers Liability Insurance (D&O)

Directors and officers liability insurance covers directors and officers for claims made against them while serving on a board of directors and/or as an officer. We’ll work with you to protect your organization’s greatest asset: your senior leadership.