Family Office Insurance

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Safeguarding 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
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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.

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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.

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Your 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

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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.

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What our clients say

Insurance for all activities. Excellent product with total coverage for WHEN you need that extra help.

– 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