Catastrophe modeling
Personal account analysis
Benchmarking reports
Advisory resources
Educational resources
Benchmarking reports
Data-based insights that allow family offices to compare their risk profile with the personal risk management programs of similar family office clients. Learn more about our 2021 study.
A performance snapshot of each family’s personal insurance program to determine if there are unidentified risks and/or potential coverage gaps.
Personal account analysis
Analytic modeling that position family offices to make informed decisions about property exposures.
Catastrophe modeling
Customized learning plans to offer family office staff and members valuable insights on a number of risks that may impact them.
Educational resources
Access to external service providers who are experts in their fields—
such as fine art, cyber and personal security management, and
concierge healthcare—and whose specialized advice complements
our personal risk management services.
Advisory resources