Family Offices
Personal and business holdings under one roof create liability that spreads across every entity.
Why family offices businesses form captives
A family office manages personal and business risk side by side, often across multiple entities, properties and key people. A captive can aggregate that risk into one program instead of a patchwork of separate policies.
Risk categories a captive can fund
Every captive is built around the risk a specific business actually carries, not a generic policy.
Liability aggregation
One program covering risk that would otherwise sit in separate policies across entities.
Key person risk
Protection tied to the individuals a family office's operations depend on.
Cyber and identity
A growing exposure for high profile families and the staff who support them.
Formed and managed by one team
Helio Risk's ICCIE trained team builds and manages the program end to end: business plan, application and approval, then ongoing management once it is live.
Family Office captive guide
An original Helio Risk reference guide on captive insurance for family office businesses. It is an unedited source document, so some figures and contact details reflect when it was first published.
Download the PDF guideOriginal document, not a newly revised publication.
See if a captive fits
An introductory conversation helps identify whether a captive fits your risk profile and what it would take to confirm it.