Societies Insurance

Family Office / Trust-Owned Property Quote Request

Applicant Information:

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Request a Quote: send a few details and an agent will contact you.
Begin Application: fill out the full application online now for the fastest, most accurate quote. You can save and finish later.

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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.

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 PropertyBegin Application

Required forms

Family Office / Trust-Owned Property Supplemental Application (PDF)Want to save and finish later? Complete it online

Download, complete and email to quote@societiesinsurance.com, or attach it with your quote request.

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