Information at Your Fingertips

Family office management requires knowledge of an array of subjects, most of which intersect with insurance at some point. This doesn’t mean you have to be an insurance expert – that’s what we’re here for.

Domestic Staff

Hiring Concerns

Families who wish to hire staff should follow the same guidelines that businesses do in order to find the best employees and to help create the best working relationship. This guide can help.

Workers Compensation

Families are often required to carry workers compensation insurance for their domestic employees, but the rules vary from state to state. This guide offers a state-by-state list of requirements.

Employee Fraud

Hiring and retaining residential staff comes with risks, especially considering how much access domestic employees have to the family.



Young professionals, particularly as part of a successful family, have unique needs based on their age, their relationship to technology, and the trends of their cohorts. Connecting them to the proper insurance for their lifestyle is essential.


One of the perks of success is travel. Properly insuring belongings and the trips themselves can mean all the world to someone who meets with obstacles along the journey.


Families often have cherished items they pass from generation to generation. Knowing how to handle and protect these treasures will ensure they continue to hold their value in the years to come.

Recreational Marine

Boating is a popular pastime for many. Insurance coverage for watercraft isn’t just about insuring a boat. It’s about protecting an investment and a lifestyle.

Risk and Wealth Management

Insurance Professionals

As the manager of a family office, you’re expected to have all the answers. Connecting with a knowledgeable insurance adviser can give peace of mind that the family is protected. But how do you know where to start?

Young Professionals

Successful young professionals have needs that differ from other generations, thus they require special care and attention. Proper insurance coverage is key to helping them maintain that success.

Cyber Protection

Everyone is a target when it comes to cyber crimes, but protecting successful families can be uniquely challenging.