CoreShield private risk solutions

Family Office & Trustee Risk

Family Office & Trustee Risk

Family offices and trustees oversee assets and responsibilities that can create specialized liability exposures. CoreShield helps assess risks involving fiduciary decisions, staff, property, cyber events, and administration, coordinating insurance discussions with the family's ownership structures and the legal and financial advisers responsible for its broader arrangements.

Or call (844) 504-CORE to speak with an adviser.

When stewardship creates personal responsibilities

Explore how overseeing assets, staff, and sensitive records raises distinct questions for a family office or someone acting as trustee.

Protect the responsibilities you carry

Managing family assets brings responsibilities that extend beyond ownership. Family office and trustee risk coverage can address certain professional, management and fiduciary exposures, depending on the arrangement. Review the entities involved, services provided and policy exclusions alongside the family's broader insurance program.

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