Heffernan Insurance Brokers Fiduciary Liability Insurance
Heffernan Fiduciary Liability Insurance
Heffernan places fiduciary liability coverage within its general corporate/executive-protection lineup and again within a dedicated family-office and financial-institution practice. It shops and places the coverage with insurers rather than underwriting it. 1,2Company-reported. Business Insurance and Family Office page listings; no dedicated fiduciary-liability product page was found.
Issuing Insurer
Who It’s For
Heffernan offers fiduciary liability to two named segments: general business clients through its business-insurance brokerage, and family offices, trust companies, trustees, financial advisors, private equity firms, foundations, and other financial institutions through its family-office practice. 1,2Company-reported. Direct practice-page listings; no minimum size or asset-under-management threshold was published for the coverage specifically.
Coverage Features
On the family-office page, fiduciary liability insurance is listed alongside directors and officers, professional liability, employment practices liability, trustee liability, and other management-liability-adjacent lines as coverage the practice can arrange, without describing the policy's insuring agreement or exclusions. 2Company-reported. Family Office page as read on 2026-09-23.
Limits and Retentions
Risk Services
Heffernan's family-office practice describes a Risk Management Assessment: itemizing a client's structures, assets, and exposures; crafting insurance and risk-management strategies to close coverage gaps; and helping navigate claims, for its fiduciary and financial-institution client base. 2Company-reported. Family Office page as read on 2026-09-23; a company-described service, not a measured outcome.
How to Apply
The family-office practice's fiduciary-liability coverage is reached through a named Private Client Group specialist contact rather than a self-service online quote flow. 2Company-reported. Family Office page as read on 2026-09-23; the general business-insurance page's fiduciary listing routes through Heffernan's general Contact Us form instead.
Heffernan Insurance Brokers Fiduciary Liability Insurance Compared
Other Heffernan Insurance Brokers Coverage Lines
Sources
- Heffernan Business Insurance Brokerage. Heffernan Insurance Brokers; Corporate and executive protection, such as employment practices liability, directors and officers liability, fiduciary responsibility, cyber liability, and kidnap and ransom are also available through our comprehensive business insurance programs. Accessed 2026-09-23.
- Family Office. Heffernan Insurance Brokers; We serve: Family offices, Trust companies, Individual and professional trustees, Financial advisors/CPAs/attorneys, Private equity firms, Foundations, Financial institutions; Coverage for Family Offices, Trustees & Financial Firms: ... Fiduciary liability insurance ...; Risk Management Assessment section; contact Lacey Garrison. Accessed 2026-09-23.
