Insurance is an indispensable risk management tool for families
seeking to sustain wealth across multiple generations.
However, delivery of this essential service often falls short: family members may be reluctant to discuss risk and uncertainty; family offices may have limited insurance expertise; the office may not have a history of managing insurance for the family.
Frank Crystal & Company, in collaboration with Family Office Exchange (FOX), surveyed more than 100 family offices to identify the actions that enable some families to be better prepared for future uncertainty and less exposed to risk than their peers.
73% of those surveyed strongly agree
that Property & Casualty insurance is
a core element of Risk Management.
Read the study to learn more about:
- Aligning risk exposures with strategy
- Leveraging the buying power of the family
- Extending insurance coverage to the next generation
- Outsourcing insurance to an expert
To receive your complimentary copy of our study, please complete the form to the right.
Download a two page overview of The Insurance Matters Study – click here
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