Family Offices and Estate Managers

Family Offices and Estate Managers

Family office (SFO and MFO) and trust professionals must deliver robust protection for the complex asset portfolios (and liabilities) of their clients. As clients’ lifestyles are increasingly fluid across territories and asset classes, it’s absolutely key that you have in place insurance arrangements that will respond when you need them to. What you don’t want is a “chocolate teapot” policy that just goes into meltdown when you make a claim.

And quite apart from the impact of a refused claim on clients, there’s the impact on your own work and business of a time-consuming contentious negotiation, or worse an Error or Omission.

Read our article Insurance for the Global Citizen - with 10 key insurance considerations for SFOs/MFOs and Trust Managers.

We work with high-calibre estate managers and provide bespoke insurance solutions for families with complex assets and lifestyles, often across multiple locations.

Our specialist team of brokers will advise on the best policies available and on risk management measures such as valuations, security, fire prevention and property marking - preserving the value of the property and giving complete peace of mind.

As an independent broker we have access to excellent terms with specialist high net worth underwriters. Whether you’re insuring a listed building, art and antiques, a superyacht, or jewellery collection, we'll ensure the best protection to minimise the impact on your client when the worst happens. Our portfolio insurance means you can insure homes, cars, yachts/motorboats and valuables on a single policy, saving time and money.

Why do you need a specialist insurance policy?


“Many thanks for your help [...] I will certainly recommend you”

Mustafa S.


Ready to work with us?

You can call us to talk more about your insurance on +44 (0)1223 200650 or +44 (0)20 3865 0149

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About La Playa Private Client

Specialist & Independent

La Playa's Personal Risk Concierge service means advice you can trust - from an expert who understands you:

  • Specialist, global policies for affluent lifestyles
  • Independent, specialist advice
  • Boutique–style, luxury service
  • “Can do” culture
  • Worldwide capability with offices in London & New York

Independent and specialist
As an independent broker, we can advise on the best policies available - and on risk management measures including valuations, security, fire prevention and property marking - preserving the value of your property and giving you complete peace of mind. We have access to excellent terms with market-leading high net worth insurers.

In-house Wealth Management
We see insurance as integral to your financial planning - and our in-house financial advice team provides Wealth Management, Pensions and Financial Planning; a joined up approach with a team of advisers working for your best financial interests - all under one roof.

What does “Boutique Service” actually mean?
La Playa’s Personal Risk Concierge means:

  1. A dedicated adviser so you can speak to the same person each time
  2. Careful listening to really understand your needs and priorities
  3. As much help as you need with completing forms to provide risk information
  4. A discreet and complimentary appraisal* of your property to assess the risks and ensure you have the right cover where you need it
  5. An independent market review - so you don’t have to shop around comparing policies, cover limits, risks covered and smallprint exclusions
  6. Careful monitoring of the insurers’ financial strength, claims and customer service
  7. An independent recommendation of the best policy for you - and, importantly, why
  8. Specialist policy wordings from underwriters who have demonstrated excellence and deep understanding of your risk exposures. We have analysed a wide range of policy wordings and have selected only the best for our panel. Our advisers have a deep working knowledge of these policies 
  9. An intelligently designed portfolio of protection across multiple asset classes and territories
  10. Advice on how best to manage your risks - to keep you safe but also to keep insurance costs down
  11. Expert guidance on valuations, security and risk management, and connecting you with specialist advisers and suppliers
  12. Direct phone, mobile and email access to your adviser for questions and advice. We aim to respond to emails within 60 minutes
  13. Policy documents emailed to you - no logins and passwords to remember
  14. An advocate beside you if you make a claim - thinking laterally to mitigate the impact, making useful connections to get you back up and running; driving through to a swift and fair financial settlement

Oh, and...

  • No call centres
  • No ‘hold’ music
  • No hidden fees

*subject to availability with our insurer panel

Photo from Private Client
Photo of Mike Taylor-West ACII

Mike Taylor-West ACII


Direct Dial: +44 (0) 203 290 1774

Mobile: +44 (0) 7500 109737


Twitter: @MTWLaPlaya