Family Office Portfolio Audits
A structured review of a family or family office's full insurance portfolio, surfacing gaps, overlaps and misalignments across every policy held.
Policies accumulate faster than anyone reviews them.
A family with multiple members, entities and decades of relationships with different insurers and agents typically ends up with a portfolio no single person has ever seen in full. Cover overlaps in some places and is missing entirely in others, and no one has tested whether the whole picture actually matches the family's current circumstances.
The full portfolio, reviewed as one picture.
- A complete inventory of every policy held across family members and entities.
- Overlaps, redundancies and gaps across the portfolio as a whole, not policy by policy.
- Alignment against current family structure, since most portfolios were built in pieces over years.
- A scored verdict against Arcus's audit rubric, so findings are comparable and specific.
A written finding, not a recommendation to buy.
The audit ends with a written report: a full inventory, flagged issues, and a scored assessment of the portfolio. You are free to act on it with your family office, your own advisors, or any broker. Arcus does not place insurance and earns no commission on the outcome.
For a conversation about a family office portfolio audit.
contact@arcusadvisory.in