Family office insurance

Protecting your global assets with specialist family office insurance

Insurance for ultra-high-net worth individuals family offices

We can arrange insurance based solutions for family offices with UK and international risks.Marsh Private Clients is part of a global network.

In the UK alone, our team is 100 strong with advisers who specialise in risk management, placement and service delivery for a variety of ultra-high-net worth individuals and family offices across the globe.We understand the complexities involved when there are multiple assets, in different territories that involve several generations of a family.

Key features and benefits:

We understand that running an international family office insurance programme can be complex. Our approach helps simplify everything by focusing on four key areas:

Advice

  • Local time zones.
  • Local language and currencies.
  • Global trends.
  • Strategic risk management.
  • Local regulation and tax implications.

Placement

  • Independent approach.
  • Experts across the globe.
    Local licensing for risk transfer.
  • Strategic placement reviews.
  • Insurer service and delivery reviews.

Administration

  • We work with family representatives.
  • We manage renewal dates and premium settlement.
  • We split invoicing in to local currencies.
  • Document confidentiality.
  • We have a dedicated team.

Claims

  • Dedicated, independent claims team.
  • Global insurer partners.
  • Quick and local representation.
  • Commitment to do the right thing for our clients.

Speak to Emily Lee, an expert in family office insurance

Let us understand your specific needs so we can arrange the best insurance solution to suit you, for total peace of mind.
Paul Fleming

Is your investment portfolio performing efficiently?

Speak to Paul Fleming, leader of our sister company Mercer’s investment advisory single family office business.

Each and every single family office are different. Our specialist advisory team can support, from overall governance and structuring of your office, to manager selection investment monitoring.

Why choose us for family office insurance? 

Our passion and experience enables us to deliver a robust proposition through seven commitments: 

  • Specialist insurance 
  • Claims representation 
  • Local representation 
  • A focus to get it exactly right 
  • Confidentiality and discretion 
  • Proactive risk management 
  • Transparent advice. 

The ability we have to connect our experts in a proactive, efficient manner and to collaborate on specific family office demands is what makes us different. 

Global Marsh Private Clients Network

Marsh Private Clients is part of Marsh, the world’s leading insurance broker and risk management adviser. With over 45,000 colleagues, across 130 countries we have a significant presence across the globe.

This allows our family office clients to have access to a specialist level of worldwide expertise, across all lines of insurance.

Our ability to collaborate and connect with our network means you get the right expert for the right risk in the right territory.

Frequently asked questions

Family Office Insurance is an insurance solution tailored to protect the assets and liabilities of high-net-worth individuals and family offices with complex requirements. 

The types of risks and assets that can be covered under family office insurance include property, motor, liability, fine art, jewellery, collectibles, cyber liability, and more.

Family office insurance is different to high net worth insurance as they can me multi-generational, multi-territory and complex with a number of different areas to cover which needs tailored and specialist advice. 

Because of the unique risks faced by family offices, which may include complex financial portfolios, multiple properties, expensive assets, and higher liability exposures. The difference between family office insurance and standard insurance products can often be the tailored coverage and higher policy limits that family office insurance typically provides. Please contact your dedicated Marsh Private Clients Claims Executive who will be on hand to guide you through the claims process. It’s important to review your insurance needs regularly to ensure the cover remains adequate as circumstances change.