Family Offices

PA&T has broad expertise in addressing the exposures of a Family Office. From the design and placement of insurance coverage for the extensive exposures of Family members to the unique operations of the Office itself we can work with your organization to provide superior and timely solutions.

It is our standard practice to provide an extensive annual insurance review (written report) to each family member on the insurance program that they have in place.

We have the ability to put programs together that address medical expenses, personal security, valuation of property and documentation on collections.

If your organization manages the financial, investments and charitable goals of distinguished families, PA&T has the ability to design a program of broad professional liability coverage that includes Trustees, Directors and Officers as well as Employment Practices, Pension and Welfare Plans and Private Fund Liability.

PA&T would be delighted to work with your Family Office to provide your members and those who run the office with an  insurance program and approach that will also provide peace of mind.