Don’t overpay for insurance.
Start a Captive, pocket the profit. 
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7,000
Cover unique and specific risks, even those not covered by commercial insurance.
Captives formed worldwide
90%
Cover unique and specific risks, even those not covered by commercial insurance.
Fortune 500 companies using captives
Our Services
One place for everything you need to plan, form, and manage your captive.
One place for everything you need to plan, form, and manage your captive.
Step 1
Plan
AI, data, and our experts combine to provide an upfront, easy-to-understand assessment, followed by a comprehensive proposal.
Identify any and every uninsured risk
Design and draft the ideal policy, including reinsurance options
Determine optimal captive structure, capital requirements, and banking impact
Choose the ideal domicile by considering unique advantages and legislative track record
Review and advise on all corporate, tax, and regulatory considerations
Finance, Accounting, and CPA independent review
Documentation, backup, and support during unlikely IRS audit
Step 2
Form
We manage all legal, tax, and regulatory processes required for formation and onboarding to streamline the experience.
Actuarial, Accounting, and Tax work
Coordinated underwriting and insurance regulatory application submission
Manage documentation and legal filings
Obtaining final regulatory approvals and closing procedures
Record retention and upkeep
Integration into internal systems and processes
Coordination with relevant third party providers
Step 3
Manage
Our staff handles the entire administrative burden so that your team can focus less on insurance and more on your growing business.
Day-to-day management
Claims processing
Annual requirements
Renewal management
Regular reporting and program monitoring
Domiciliary oversight for compliance
Relevant legal and legislative developments
Ongoing work with advisors and partners
Future planning
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Our Benefits
Total Control
Cover unique and specific risks, even those not covered by commercial insurance.
Design an insurance plan that rewards your risk management performance. Then, keep the profit and fund growth.
Tailor-Fit Coverage
Cover unique and specific risks, even those not covered by commercial insurance.
Customize coverage to match any risks, and close coverage gaps created by typical policy exclusions.
Better Risk Management
Cover unique and specific risks, even those not covered by commercial insurance.
Aligned incentives drive improvement in risk management strategy when surplus is kept as profit.
Aligned Incentives
Cover unique and specific risks, even those not covered by commercial insurance.
Better risk management is rewarded with more surplus.
Instant Reimbursement
Cover unique and specific risks, even those not covered by commercial insurance.
No more claims hassle.
Asset Protection
Cover unique and specific risks, even those not covered by commercial insurance.
A wholly-owned subsidiary separates your business from your risks
Additional Financial Benefits
Investment Opportunity
Lower Insurance Costs
Support Innovation
Greater Cost-Efficiency
Convert Expenses to Income
Fund Growth
Our Advantage
Simplicity & Clarity
Our upfront report quickly identifies your risks, needs, options, and potential return on investment. No hidden fees, lengthy delays, or complicated jargon.
Applied Technology
Cutting-edge technology streamlines the entire process. No mountains paperwork or administrative hassle.
Fully Integrated
Our experts across multiple disciplines work closely with your team and any third-party advisors to keep things running smoothly.
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How we can help
Analyze existing ecosystem and make
recommendations
Compliance with IRS and regulatory authorities
Status and compliance assessment
Federal, state, and excise tax and regulatory requirement review.
Review existing contract and make recommendations
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