Captive Insurance Planning

A Captive Insurance Company is a property and casualty insurance company established to provide coverage primarily for a parent company. It can be a valuable risk management tool which allows businesses to more effectively manage corporate risks. A properly designed Captive Insurance Company can provide significant wealth accumulation opportunities and can also allow for efficient, tax-advantaged wealth transfer and asset protection strategies.   In order to successfully implement and manage the captive insurance company, there are a number of professionals who must be engaged to help develop, implement and provide administrative management for the company. We can help facilitate this planning with your clients’ team of advisors.