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Family Office Insurance

INSURANING YOUR FAMILY’S LEGACY
Bruce Gendelman Insurance Services recognizes the fact that your family, family office, foundation and/or business manage complex wealth management strategies.

Unprecedented partnership and the privacy that your family deserves is what Bruce Gendelman Insurance Services continues to deliver.

The foundation of your future is what you currently posses and will continue to acquire.  Our team will provide useful advice and a unique, integrated approach to your personal insurance that will help you manage your wealth and achieve your financial goals.

You should ask yourself…How much is actually at stake?

Whatever your needs may be, our team is prepared to advise your family.

PERSONALIZED PRODUCTS AND SERVICES
Your family advisor will get to know the needs of your family and recommend an insurance program that is perfect for you…based on your own objectives.

Dedicated to protecting your assets, the Bruce Gendelman Insurance Services family office team carefully designs its programs to provide you with the privacy and exceptional coverage you need and deserve.

We are industry leaders in insurance product knowledge and analysis of the underlying assumptions used in building those products. Our continued focus in this specialized niche has allowed our organization to partner with insurance companies and service providers that can meet the needs of our clients and fulfill their commitments to them as well.  At the same time, we are conscious of pricing and one of our main goals is to determine how policies are priced specific to your individual needs.

TRADITIONAL PERSONAL INSURANCE COVERAGES
Homeowners (Domestic and International)
Condo, Co-Op and/or Renters
Automobile (private passenger, collector, motorcycles, etc.)
Liability (Excess limits available up to $100 million)
Valuable Articles (fine art collections, jewelry, collectibles, wine, etc.)
Watercraft (yacht, mega-yacht, water “toys”, etc.)

EXPANDED PERSONAL INSURANCE COVERAGE
Personal Directors and Officers Liability
Group Personal Excess (maximizes “buying power” for family groups)
Aviation (Aircraft, hangers, etc. for single owner or partial)
Kidnap & Ransom, Hijacking and Child Abduction Coverage
Identity Theft
Family Office Management Insurance
Employment Practices Liability
Domestic Workers Compensation
Boiler & Machinery (mechanical equipment)
Travel & Accident Coverage
Personalized coverage – whatever your coverage need…just ask!

Our agency understands the demands that are placed upon protecting your family legacy.
Our focus will continue to be yours.

RECEIVE A COMPLIMENTARY ASSESSMENT
Please let us know if you are interested in a complimentary evaluation, and we will have our Family Office Manager, Meridith P. Shanks, contact you.
Email:  meridith@gendelman.com
Phone: 1.800.845.4145 ext. 39

 

Underwriting Center
10335 N. Port Washington Rd., Ste. 200, Mequon, Wisconsin 53092-5763
Telephone: 262-478-1000 Facsimile: 262-478-1001 Toll Free: 800-845-4145
Private Client Staff:Aspen/Vail,Atlanta,Bentonville,Boca Raton,Boston,Chicago,Ft. Lauderdale,Ft. Myers,Greenwich,Jupiter, Los Angeles, Louisville,Miami,Miami Beach,Milwaukee,Naples,New York,Orlando,Palm Beach,Palm Beach Gardens,San Diego,West Palm Beach,London,Hong Kong,Bonita Springs,Charlotte