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?
La Playa's Personal Risk Concierge service means advice you can trust - from an expert who understands you:
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:
*subject to availability with our insurer panel