Family Office

Peace of mind delivered across the Family Office.
One advisor you can trust.

We are the first insurance advisor to cover the entirety of single/multi Family Office exposures. Uniquely, we not only cover the assets and liabilities of the family, but we provide a single policy, covering the complex investment management services, people and reputations of the Family Office.

Benefits to you

  • The Family Office operates in an evolving industry with a changing landscape of risk - we provide Cyber and Employment Practices coverage alongside traditional Professional Indemnity, Directors and Officers Liability Insurance and Fraud.
  • Your bureaux may be evolving into fully-fledged investment businesses. We're confident handling more formal governance structures, and handling your insurance throughout that evolution.
  • The reputation of the family office and your principal family is a currency, which can be protected by reputational costs and cyber coverages.
  • Enables your Single Family Offices / Multi Family Offices to participate in complex investments with institutional markets across multiple jurisdictions.
  • You'll get something crafted for you. We tailor your policy to your world - and provide advisory Family Office exposure mapping to determine the perfect solution.

Corporate exposures

As a Family Office, investment decisions and needs fluctuate. These can change the basis of your insurance requirements. Our exposure mapping and solutions are provided across the full suite of policies including Professional Indemnity, Directors & Officers, Crime, Cyber and Employment Practices extending to our Transactional Risks propositions.

Family covers

Traditional covers for the family's personal and passion investments are equally well serviced – from the global residential homes and contents, art, wine, jewellery and motor collections, yachts and other interests, to lifestyle covers – Lockton delivers a considered insurance programme structure that takes advantage of economies of scale and leverage to provide wide, relevant and flexible cover.

Why Lockton Private Clients?

You can delegate the protection of your Family Office to us, in the knowledge that we are experts in the complexities of the risk and insurance needs of families and their offices. Our expert advisors have extensive experience of the legal, accountancy, private equity and family office sectors in multiple jurisdictions.

Your Family Office will have one point of contact for all of their insurance needs – a streamlined service that leaves you with total peace of mind. Lockton is a family business and the name is world renowned for supplying risk advisory and insurance solutions with independence and integrity.

Family Office FAQs