Family Office & Trustee Services
PLAN FOR THE FUTURE
Preserving wealth, empowering generations
ELEVATED EXPERTISE
Guiding you from hands-on experience
Discover solutions that help safeguard your existing and future assets through the guidance and expertise of an advisor who knows the complex risks and challenges family offices often face. Backed by a strong history of working with family offices, we’ll put our expertise to work and help simplify the process, empowering you to understand your options and make informed decisions about your risk management strategy.
COVERAGE SNAPSHOT
Designing insurance programs to perform
Working with our family office team lets you tap into our depth and breadth of insurance knowledge, as well as our respected relationships with top insurers. We’ll strive to find the best coverages, limits, and pricing for your needs – helping ensure you’re covered from your personal to your business life.
Family office program solutions often include these and more:
Commercial coverages
- Property
- General liability
- Automobile
- Crime
- Kidnap and ransom
- Employment practices
- Professional liability
- Flood, wind, earthquake
- Umbrella and excess liability
- Workers’ compensation
- Directors and officers
- Cyber
- Bonds
- Trustee services
Private risk coverages
- Homeowners
- International property liability
- Vehicles and collector cars
- Private aviation
- Collections: art, jewelry, silver, wine, furs, etc.
- Liability
- Group programs
- Farm and equine
- Watercraft
- Earthquake, hurricane, flood
- Workers’ compensation
- Kidnap and ransom
- Individual directors and officers liability
RENEWED APPROACH
Integrating solutions into the bigger picture
While you may try to separate your personal and professional lives, when it comes to protecting your assets, it’s more effective to look at them as a complete unit. Together, we’ll take a comprehensive look at how you do business, your lifestyle, and future goals to help ensure there are no gaps or overlaps in coverage that could potentially leave you unprotected or overpaying for coverage.
Specialized services that keep pace with your lifestyle and business:
Security and loss prevention services
Protecting your family and your assets is our number one priority. From developing best practices for your staff to providing real-time security intel on travel itineraries, we work as your outsourced risk manager to help mitigate potential losses.
Benchmarking to evaluate coverages and limits
Understanding how your coverages and limits stack up to your peer groups is a powerful tool to help us ensure your insurance program is structured appropriately for your needs and goals.
Catastrophe modeling
While you can’t stop natural disasters from happening, you can work to safeguard your assets against the aftereffects. Our computer modeling helps mitigate losses in the event of a natural disaster, such as a hurricane, flood, wildfire, and more.
Proactive counsel and education
Knowledge is your power and it’s our job to keep you well informed. We monitor the marketplace, study emerging trends, and leverage the latest technologies to help protect your family, business, and employees while striving to mitigate losses.
Claims advocacy and predictive analytics
In the event you have a claim, you’ll have the expertise of our claims advocacy team behind you to help manage and simplify the process. They’ll work to ensure appropriate resources are implemented to help reduce overall costs and apply viable resolution strategies at the appropriate time.
TRUST AND TRUSTEE LIABILITY
Taking care to protect your legacy
Navigating the world of trusts and trustee liability can get complicated, and potentially costly, quickly. Let us guide you through understanding how insurance can protect a family office trust against acts committed by a trustee, and ways to help properly protect yourself and your assets with insurance solutions designed to respond effectively in the event of a claim.
THE BALDWIN GROUP INSIGHTS
Stay in the know
Our experts monitor global events and the insurance industry to provide meaningful insights and help break down what you need to know, potential impacts, and how you should respond.
Your journey begins here
When you decide to partner with us, you choose to protect your legacy with solutions and professionals as unique as your lifestyle.