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Family Office & Trust-Owned Property Insurance - Let us find your best coverage - insurance structured around trusts, LLCs and family offices
Homes, vehicles and collections held in a trust or LLC often fall through the gaps of standard personal policies. Send us a few details and we will structure coverage that names the right entities and protects the family – no cost, no obligation. Prefer to talk? Call 800-616-3490.
Family Office / Trust-Owned Property Quote Request
Applicant Information:
Have these handy
- Trust and LLC names, and who the trustees and managers are
- How each home, vehicle and collection is titled
- Current policies and declarations pages
- Family office staff and services, if any
Related coverage
Coverage details
What trust and family office coverage includes
We coordinate homeowners, auto, collections and excess liability so every trust, LLC and family member is properly insured.
- Trust-owned homes - Homeowners coverage that names the trust and trustees as insureds.
- LLC-owned property - Residences, vehicles and watercraft titled to an LLC.
- Trustee liability - Liability for trustees managing trust property.
- Excess liability - High-limit umbrella across all entities and family members.
- Family office D&O and E&O - Management liability for single-family offices.
- Collections - Art, jewelry and collectibles owned by a trust or entity.
Why it matters: if the named insured on a policy doesn’t match the titled owner, a claim can be denied. We review titles, entities and beneficiaries together.
Not covered: operating businesses and investment losses.
Insurance Application:
Family Office / Trust-Owned Property
Required forms
Family Office / Trust-Owned Property Supplemental Application (PDF)
Download, complete and email to info@societiesinsurance.com, or attach it with your quote request.
Contact details
Prefer to talk?
- Toll-Free: 800-616-3490
- East Coast: 706-550-4418
- West Coast: 206-755-0101
- info@societiesinsurance.com
- Mon-Fri 8:00am - 6:00pm, Sat 9:00am - 12:00pm