Estate Managers and Family Offices

Estate Managers and Family Offices

As an independent broker we have access to excellent terms with high net worth insurers including AIG, Chubb, Hartford, Hanover and Travelers. Whether you’re insuring an historic building, art and antiques, a pleasure boat or jewelry collection, we'll ensure the best protection to minimize the impact on your client when the worst happens.

We work with estate managers, single- and multi-family offices to provide customized 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.

Did you know you can reduce insurance premiums? Here are a few options:

  1. Higher deductibles? Share the risk and pay less premium.
  2. Better risk management? A good broker will help with security advice to secure better rates from insurers.
  3. Separating out art and antiques from general contents? They normally cost less to insure…
  4. True tailoring of your policy? If you only actually wear 30% of your jewelry collection, why pay to insure all of it worldwide for all risks?

Download: Why do I need a specialist policy? PDF Document

Financial Planning Eggs

“The few claims that I have had to make have been dealt with in a very prompt and professional manner - Thank you!”

Phil B, Private Client

 

Ready to work with us?

You can call us to talk more about your business on +1 646 665 7737

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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, expert advice
  • Boutique–style, luxury service
  • “Can do” culture
  • Worldwide capability with offices in New York & London

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 high net worth insurers including Chubb, Hiscox and Hartford.

What does “Boutique Service” actually mean?

La Playa’s Personal Risk Concierge means:

  1. Careful listening to really understand your needs and priorities
  2. As much help as you need with completing forms to provide risk information
  3. A discreet and complimentary appraisal* of your property to assess the risks and ensure you have the right cover where you need it
  4. An independent market review - so you don’t have to shop around comparing policies, cover limits, risks covered and smallprint exclusions
  5. Careful monitoring of the insurers’ financial strength, claims and customer service
  6. An independent recommendation of the best policy for you - and why
  7. Specialist policy wordings from underwriters who have demonstrated excellence and deep understanding of your risk exposures. We have analyzed a wide range of policy wordings and have selected only the best for our panel. Our advisors have a deep working knowledge of these policies 
  8. An intelligently designed portfolio of protection across multiple asset classes and territories
  9. Advice on how best to manage your risks - to keep you safe but also to keep insurance costs down
  10. A dedicated advisor so you can speak to the same person each time.
  11. Expert guidance on valuations, security and risk management, and connecting you with specialist advisers and suppliers
  12. Direct phone and email access to your adviser for questions and advice. We aim to pick up calls within 3 rings and 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, and driving through a swift financial settlement

Oh, and...

No call centres
No ‘hold’ music
No hidden fees

*subject to availability with our insurer panel

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+1 646 665 7737
+44 (0) 20 3865 0149
+44 (0) 1223 200650