Family Office Insurance
Request your quote for a customized family office insurance solution.
Get StartedSafeguarding wealth and empowering success: Your family office's trusted insurance partner.
Empower your family office with unparalleled security. Our comprehensive insurance solutions are designed to protect your wealth, ensuring a legacy of success for generations to come. Trust us to be your family office’s steadfast partner in safeguarding prosperity.
Custom Insurance Solutions for Family Offices
Family offices provide valuable services to their private clients by understanding the nuances of ultra-high-net-worth/high-net-worth families and structuring professional services to help grow and protect the families’ lifestyles and assets.
XINSURANCE is the perfect partner to aide family offices in protecting assets. Our insurance review helps uncover gaps and exclusions in coverage that you may not have known existed in addition to providing risk management services.
XINSURANCE’s professional, in-house teams have decades of experience in specialty insurance. We use a partnership advantage that provides family offices with the coverage solutions they need, including when claims arise. XINSURANCE’s extraordinary claims management is unmatched in fighting for clients, should an incident, claim, or lawsuit occur. Plus, you will have direct access to XINSURANCE’s President & CEO as part of the partnership advantage.
Family Office Insurance: Who We Can Help
- Single Family Offices (SFOs)
- Multi-Family Offices (MFOs)
- Virtual Family Offices (VFOs)
- And More
Family Office Insurance Coverage Options
Commercial General Liability
Provides coverage for injuries and property damage sustained by third parties.
Professional Liability
Coverage for claims regarding negligent acts and more. Learn more.
Property Coverage
Covers the building and its contents from weather-related risks, vandalism, theft, and more. Learn more.
TRU Umbrella
Additional coverage to fill the gaps and cover the exclusions in your existing policy. Learn more.
Alleged Assault and Battery Liability
Coverage for claims against you regarding assault and/or battery.
Alleged Sexual Abuse and Molestation Liability
Coverage for claims against you regarding sexual abuse and/or molestation.
Commercial Auto*
Provides auto liability coverage for your company-owned or personally-owned vehicle primarily used for business purposes. Learn more.
*Available in most states
Directors and Officers (D&O) Liability
Protects people from personal losses if they are sued as a result of serving as a director or an officer of an organization. Learn more.
Have A Look At Our Brochure
View or download our brochure to take with you
Your time is valuable. Download our brochure to see XINSURANCE and our family office insurance solutions at a glance.
Download BrochureYour Insurance Partner Through Thick and Thin
High-risk areas
where natural disasters or property damages are more likely to occur
Unusual risk scenarios
that may be considered an exclusion on other policies
Substantial wealth and asset management
such as high-value items and financial services for high-net-worth individuals and families
Complicated claims history
for those with a history of frequent or expensive claims
Hard-to-find insurance
for those who have been dropped, declined, canceled, or non-renewed by an insurance provider
How To Get A Quote
Request Your Quote
Click the button below to get started on your quote
Specify Your Needs
We’ll schedule a call with you to consult on your needs, and collect more details
Get Your Custom Quote
We’ll use all the information provided to craft a highly personalized quote to address all of your specific insurance needs in one comprehensive policy
FAQ About Family Office Insurance
What is family office insurance, and why is it important?
Family office insurance is a specialized type of coverage designed to protect the unique and complex risks faced by high-net-worth individuals and families. It encompasses various policies to safeguard assets, manage liability, and ensure continuity of wealth across generations.
What coverage do I need for my family office insurance policy?
The type of insurance coverage needed for a family office will depend on your unique circumstances. XINSURANCE does not provide a cookie-cutter policy that applies to everyone. Instead, we talk to you and learn more about you and/or your business. We then come up with an insurance solution that provides customized coverage based on your needs. This all-in-one approach allows you to pick the coverage you want to have on your insurance policy.
Can I be insured if I've been dropped or rejected by an insurance company?
Yes, XINSURANCE can help you even if you’ve been declined, canceled, or non-renewed by an insurance company. We step in to provide an insurance solution when others can’t or won’t.
What our clients say
Insurance for all activities. Excellent product with total coverage for WHEN you need that extra help.
THIS IS INSURANCE I CAN TRUST TO PROTECT ME!
– Dave H.
They are amazing and always there to help you if you have any questions or concerns.
– Arlene A.
XINSURANCE is very easy to deal with. We didn’t have to wait forever for the information we needed. And the whole process of finding a plan that worked for us was almost too easy.
– Leslie A.
Your Trusted Team For Tackling the Unexpected
Fighting for You is What We do Best
At XINSURANCE, we believe in taking an active role in defending the interests of our customers. When an insured is facing challenges such as frivolous lawsuits or unfounded charges, we take pride in staying by their side.
Unique Requirements are Our Specialty
XINSURANCE specializes in covering the extraordinary cases that other agents lack expertise in. If you need something insured and can’t find a policy for it anywhere else — chances are our team will know exactly how to get you coverage for it.
Built-For-You Flexibility & Dedicated Support
The XINSURANCE approach to coverage is anything but “one size fits all”. Our specialty insurance experts work one-on-one with you to fully understand your circumstances, insurance needs, and high-risk areas up front. This means that by the time your policy is issued, we're fully prepared to support you through the worst-case scenarios — not drop you when an incident, claim, or lawsuit occurs.
More of Your Coverage - All In One Place
Though your policies won’t be “one size fits all,” XINSURANCE does take an all-in-one approach to insurance. This means that instead of buying several policies, we’re able to offer coverage solutions for your various needs all in one plan.
What You Can Expect From Our Team
Insurance solutions tailored to your needs
Expansive coverage options
Expert support when facing frivolous charges
Dedicated support & service
Professional/General Liability
An unexpected lawsuit can be detrimental to your professional growth and personal finances. Submit a quote request today to see how XINSURANCE can help you reduce the burden of a lawsuit and expand your protection.
Private Clients
XINSURANCE provides customized insurance solutions for private clients. It fills the gaps and exclusions in your existing policies and provides coverage solutions that leave you with true peace of mind.
TRU Umbrella
TRU Umbrella coverage is customized to fit your unique needs by filling the gaps and covering the exclusions in your primary policy for work, home, and play.
