Private Equity Firms & Family Offices
Private equity firms and family offices require a different level of advisory support — one that recognizes complexity, confidentiality, and constant change. Swingle Collins advises these organizations on risk across the full investment lifecycle, from diligence and transaction structuring to long-term portfolio management.
Our team works closely with investment professionals during deal evaluation to identify exposures and structure solutions that align with transaction terms. We support diligence efforts, structure representations and warranties insurance, and help ensure coverage reflects the risks identified during underwriting and negotiations.
After the transaction closes, we help integrate portfolio company programs and align coverage across funds, management entities, and operating businesses. Our team designs coordinated insurance structures that reduce gaps and create a more seamless claims experience across complex organizational structures.
Family offices benefit from an equally tailored approach. Governance structures, operating companies, investment vehicles, and personal assets often intersect in unique ways. We begin with a confidential discovery process to understand each office’s structure and priorities, then design programs that protect both principals and operating entities.
Our role is to bring clarity and confidence to complex risk decisions — so investors can stay focused on performance, growth, and opportunity.
Executive & Professional Liability Insurance
- Directors & Officers (D&O) Liability
- Errors & Omissions / Professional Liability
- Employment Practices Liability (EPL)
- Fiduciary Liability
Transactional Risk
- Representations & Warranties (R&W) Insurance
- Transaction Liability Solutions
- Tax Liability Insurance
- Contingent Risk Coverage
Financial & Cyber Risk
- Cyber Liability
- Crime / Fidelity Coverage
- Social Engineering Fraud
- Funds Transfer Fraud
Portfolio & Operational Risk
- General Liability
- Property Programs
- Workers’ Compensation
- Umbrella / Excess Liability
Family Office & Principal Risk
- Management Liability for Family Offices
- Personal Asset Protection Programs
- Cyber & Privacy for Family Offices
- Executive Risk Solutions
