Family Enterprise

Our Family Enterprise Risk Practice provides insurance services to closely held businesses, family offices, private family trust companies, and family-affiliated ventures. Our process is led by a dedicated relationship manager, an approach that provides each client with bespoke treatment while leveraging the full organizational strength of Crystal & Company (itself a three-generation family enterprise). Our experience covers all the insurance needs of the enterprise and family alike—personal and commercial, management and professional liability, employee benefits services, and specialized areas such as aviation, mergers & acquisitions, and trustees.

 

Family Enterprise Risk Index: In 2015 we conducted a study that examines Family Enterprises

Trusts & Estates: Managing Risk in Family Businesses

Succession Planning

Family Office Risk Management and Insurance by Linda Bourn

35%

KPMG reported that 35% of Fortune 500 companies are family enterprise

64%

KPMG reported that family businesses account for 64% of the US GDP

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