Estate Manager & Family Office Insurance

You take care of a family or estate, overseeing the management of a complexed portfolio of risks. Our experts will ensure All Risks are covered.

As a trustee or family office you may wish to combine all the required high-net-worth insurance products for homes and other valuables in to a single tailor-made family portfolio, protecting all aspects of your families estate.

Estate Management and the duty of overseeing the smooth running of a family office is demanding. You will benefit from the support of an expert broker to take care of your family’s risks. Our high-net-worth specialists will ensure the best protection. Our in-house claims management service will negotiate satisfactory settlements should the worst happen to your client.

What benefits and cover are available to Family Offices & Estates?

Policies can be tailored to meet the individual needs of your estate or family.
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Expert Risk Management Advice & Guidance
Combine Covers under a Single Portfolio Policy
Agreed Value Insurance
Liability Protection for Family Trustees
Confidentiality Assured

Speak to one of our expert advisers to find out how we can help you.

Working with our high-net-worth team of experts provides you with:

A single point of contact; a dedicated personal expert insurance adviser for ‘all risks’
Access to an extensive portfolio of high-net-worth personal lines products
The option to align policy renewal dates
Exclusive products with preferential rates
Regular face to face meetings as required to discuss your individual needs, review risks and ensure adequate cover
Support from our panel of reputable valuers, offering preferential rates to our clients
Support when you need it the most. In the event of a claim, our in-house claims management team will handle the claim on your behalf

Latest News & Insights

Private Clients 06/11/2025