For Family Offices
AI-powered tools for global family offices.
Bulwark has developed a custom suite of AI-enabled tools for Finance, Tax, and Legal officers of global family offices—simplifying insurance summaries and providing coordinated risk management across the Family.
AI-Enabled Tools
Quickly answer client questions with AI-powered insights. Get instant access to policy details, coverage summaries, and risk assessments.
Coordinated Risk Management
Unified risk management advice and services across the entire family—from personal assets to business holdings.
Global Coordination
We coordinate with local insurance brokers worldwide, including assistance with invoicing and document execution.
Insurance Products & Access
- Workers Compensation and Employers Liability
- Property Insurance for Commercial Real Estate Investments
- Corporate Insurance for Family Businesses
- Outside Directorship Liability
- Employment Practices Liability
- Investment Advisors Liability
- Fiduciary/ERISA Liability
- Network Security and Data Privacy, Including Extortion and Funds Transfer Risks
- Collections
- Farm, Ranch and Equine
- Aviation
- Watercraft
- Captive Insurance Company formation and administration
- International Security, Evacuation and Medical Services
- Life and Disability Insurance Solutions
Partner With Us
Let's work together.
Tell us about your family office and the coverage areas you oversee. We'll reach out to discuss how we can support you.
Introduce a principal: If you have a specific principal or entity who could benefit, let us know and we'll reach out directly (with your introduction).