Family office (SFO and MFO) and trust professionals must deliver robust protection for the complex asset portfolios (and liabilities) of their clients. As clients’ lifestyles are increasingly fluid across territories and asset classes, it’s absolutely key that you have in place insurance arrangements that will respond when you need them to. What you don’t want is a “chocolate teapot” policy that just goes into meltdown when you make a claim.
And quite apart from the impact of a refused claim on clients, there’s the impact on your own work and business of a time-consuming contentious negotiation, or worse an Error or Omission.
Read our article Insurance for the Global Citizen - with 10 key insurance considerations for SFOs/MFOs and Trust Managers.
We work with high-calibre estate managers and provide bespoke insurance solutions for families with complex assets and lifestyles, often across multiple locations.
Our specialist team of brokers will advise on the best policies available and on risk management measures such as valuations, security, fire prevention and property marking - preserving the value of the property and giving complete peace of mind.
As an independent broker we have access to excellent terms with specialist high net worth underwriters. Whether you’re insuring a listed building, art and antiques, a superyacht, or jewellery collection, we'll ensure the best protection to minimise the impact on your client when the worst happens. Our portfolio insurance means you can insure homes, cars, yachts/motorboats and valuables on a single policy, saving time and money.
Why do you need a specialist insurance policy?
Download: Family Office Magazine - Insurance for the Global Citizen
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“All I can say is that I am taken aback with the speed and efficiency of both La Playa and AIG. The last thing one needs after an unfortunate incident is a "hassle" and aggravation with the insurance aspect. A VERY BIG THANK YOU”
“[La Playa] did a brilliant negotiation on our behalf.”
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Careful listening to really understand your needs and priorities
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As much help as you need with completing forms to provide risk information
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A discreet and complimentary appraisal* to assess the risks and ensure you have the right coverage where you need it
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An independent market review - so you don’t have to shop around comparing policies, cover limits, risks covered and smallprint exclusions
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Careful monitoring of the carriers’ financial strength, claims and customer service
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An independent recommendation of the best policy for you - and why
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Specialist policy wordings from underwriters who have demonstrated excellence and deep understanding of your risk exposures. We have analyzed a wide range of policy wordings and have selected only the best for our panel. Our advisers have a deep working knowledge of these policies
*subject to insurer availability
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An intelligently designed portfolio of protection across multiple asset classes, liabilities and territories
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Advice on how best to manage your risks - to keep you safe but also to keep insurance costs down
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A dedicated adviser so you can speak to the same person each time.
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Expert guidance on valuations, security and risk management, and connecting you with specialist advisers and suppliers
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Direct phone and email access to your adviser for questions and advice.
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Policy documents emailed to you - no logins and passwords to remember
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An advocate beside you if you make a claim - thinking laterally to mitigate the impact, making useful connections to get you back up and running, and driving through a swift financial settlement
As an independent broker, we can advise on the best policies available - and on risk management measures including valuations, security, fire prevention and property marking - preserving the value of your property and giving you complete peace of mind. We have access to excellent terms with high net worth insurers including Chubb, Hiscox and Covea.
+44 (0) 1223 200650
