Family offices

Tailored industry coverage

 

What are family offices?

A family office is a financial services practice that typically serves a high net worth family. 

Appetite

Services covered often include estate planning, tax planning, and philanthropic planning, in addition to investment advisory and financial planning services. 

Related products

Package Family office coverage with the following products: Cyber and Management Liability.

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Claims scenarios 

Not sure what risks our product covers? We’ve brought some scenarios to life.

Crowdfunding

A crowdfunding platform presented an investment that turned out to be fraudulent. The platform discovered the fraud and returned all the money to the investors. Another party claimed injury by the offering, alleging that, in addition to the fraudster, the platform was also liable since they received a portion of the funds raised. The platform was eventually deemed not to be liable, but they incurred significant expense to defend themselves. 

Crowdfunding

A crowdfunding platform presented an investment that turned out to be fraudulent. The platform discovered the fraud and returned all the money to the investors. Another party claimed injury by the offering, alleging that, in addition to the fraudster, the platform was also liable since they received a portion of the funds raised. The platform was eventually deemed not to be liable, but they incurred significant expense to defend themselves.