What Does Fiduciary Liability Insurance from Heffernan Insurance Brokers Cover?

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-reportedBusiness Insurance and Family Office page listings; no dedicated fiduciary-liability product page was found.

The reviewed pages do not name the insurer or insurers that issue fiduciary liability policies Heffernan places for either business clients or family offices. ^1,2Not publicly disclosedBusiness Insurance and Family Office pages as read on 2026-09-23.

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-reportedDirect practice-page listings; no minimum size or asset-under-management threshold was published for the coverage specifically.

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-reportedFamily Office page as read on 2026-09-23.

Neither page publishes a fiduciary-liability limit, retention, or premium range. ^1,2Not found in reviewed sourcesBusiness Insurance and Family Office pages as read on 2026-09-23.

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-reportedFamily Office page as read on 2026-09-23; a company-described service, not a measured outcome.

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-reportedFamily 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.