Insuring you, your family,
and your property.

Family Offices - Manhattan & Westchester County, NY, Fairfield County, CT & New Jersey

Many affluent families that have created family offices to handle a number of different functions – everything from philanthropy to investment management, property acquisitions and sales, tax management, inheritance planning, private business ventures, family trusts and public relations consulting for the family. Those employed in family offices, much like all directors and officers and professionals, are exposed to potential lawsuits alleging professional negligence, mismanagement of funds or employment discrimination.

As part of our Private Client Services portfolio, A.J. Benet provides insurance to protect the personal assets of family office professionals in the event of a claim. Our family office/wealth management professional liability insurance is designed to address those professionals employed by family offices. The policy can be underwritten for both single and multi-family offices. We can cover financial and investment advisors, human resources consultants, tax preparers, public relations consultants and more. You can decide to choose the professional services to be covered under the policy, so you only pay for the coverage they need.

Further, this coverage can be combined with employment practices liability and private company directors and officers liability insurance to create a comprehensive management and professional liability solution. Outside director liability insurance is also available for family members or family office representatives sitting on outside boards.

We can also provide general liability and property insurance for family offices in addition to workers compensation.

Learn about our family office products and services.

We invite you to discuss our complete suite of products tailored to address the needs of affluent clients. Give us a call at your convenience at (888) 639-4560, or if you prefer email us or return the form on this page and one of our advisors will contact you.

Since 1964, A.J. Benet has been serving individuals, residents, and businesses from Manhattan to Westchester County in New York, Fairfield County in Connecticut, and New Jersey.