Family Offices

With its 75-year heritage as a privately held and family-owned insurance brokerage serving the financial sector, Frank Crystal & Company is uniquely positioned to serve the needs of family offices and their clients.

Our robust personal insurance capabilities, coupled with our expertise in serving the investment community, allows us to effectively address the broad array of concerns faced by single- and multi-family offices, including:

  • Domestic & global risk management
  • Privacy & security
  • Family & generational dynamics
  • Claims management
  • Loss prevention & risk control

Find out how we work with Family Offices

Our Family Office clients gain access to the full range of Frank Crystal’s services, along with the following:

  • Complimentary Insurance Reviews
  • 24/7 Claims Support
  • Tailored Service/Communication Plan
  • Management Reporting

Contact us to schedule a Risk Management & Insurance Benchmarking consultation.