Exceptional Risk Advisors
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The Right Risk Advisor
Personal Risk Management Outsourcing
Our Approach
Outsourcing Partner
Working With Trusted Advisors And Affluent Clients.
Case Studies
Case Studies
Working With Trusted Advisors And Affluent Clients.
Outsourcing Partner
Our Approach
Our Three-Step Approach To Keep Your Client Secure.
Family Office Practice
Family Office Practice
Privacy And Discretion Are Mandatory.
Family Office Practice
Group Excess Liability
Customizable Program, FAQ's & Sample Enrollment Form.
Family Office Practice

Whether you are a Commercial Family, Multi Family or Single Family office, Exceptional Risk Advisors understands your key issues.  While exceptionally wealthy families each require bespoke Property and Liability risk management programs, core to every family office are the following basic issues, which we understand and reflect in the way we conduct our business:

  1. Responsive service is a prerequisite.
  2. Privacy and discretion are mandatory throughout the process.
  3. Communication is critical.
  4. You do not have time to manage your outsourced talent.
  5. We need to protect your fiduciary liability in the process of protecting the families you serve.

Unlike most advisors, we are brave enough to lay out the truth.  Wealthy families have a narrow group of companies truly capable of managing and underwriting a sophisticated personal property and liability insurance portfolio.  What differentiates us from our competitors is the following:

  1. Privately owned, allowing more personalized and responsive service coupled with the highest degree of confidentiality and discretion.
  2. Dedicated staff with a single focus on personal insurance for the affluent.
  3. We listen first and design insurance portfolios to match the unique needs of the families we serve.
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