Customized insurance solutions for families
Property and liability insurance is an essential part of wealth preservation, yet many advisors view it as a footnote to a client’s overall financial plan. Family office managers can rely on Chartis to protect assets and provide an unparalleled service experience.
Advantages offered by our Private Client Group include:
- Comprehensive solutions for single and multi-generational families
- Specialized coverages designed expressly to safeguard affluent lifestyles
- Simplification—most policies can be packaged with a single effective date on one bill
- Group personal excess liability insurance for multi-generational families
- Proactive loss prevention and risk management expertise, such as assistance with business continuity plans
- Extraordinary flexibility and personal attention at claim time
- Easy access to other industry-leading Chartis offerings, including private aviation insurance and kidnap and ransom protection
Please click here to learn more.
Professional insurance solutions for family offices
Like many advisors, those working for family offices are vulnerable to lawsuits ranging from professional negligence and mismanagement of funds to employment discrimination. Without proper insurance in place, your personal assets could be at risk.
Solutions offered by our Executive Liability division include:
- Family Office/Wealth Management Professional Liability
- Trust Assure
When considering professional and management liability for your family office, it helps to be prepared. Click here to learn more about family office insurance best practices.
Private Client Group is proud to be affiliated with the following family office organizations:
For more information on these family office organizations and Private Client Group, please contact Gina Teresi at firstname.lastname@example.org.