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CAPTIVE MANAGEMENT

ACCOUNTING

Our in-house accounting staff not only manages our client’s insurance companies from issuance of premiums to monthly financial reporting, it also assures suitable tax and audit treatment.

COMPLIANCE

We monitor jurisdictional regulatory statuses as they occur and assure that our clients are taking full advantage of the opportunities available under the law.

INVESTMENT STRATEGIES

Our association experienced financial advisors is positioned to support all financial functions for maximizing investment returns.

ACTUARIAL

Our independent actuaries are experienced underwriters and will ensure that our clients’ captive insurance companies maintain proper financial solvency.

BANKING

Our association of banking professionals will meet the unique needs of the captive and are well-versed in complex captive transactions.

CLAIMS MANAGEMENT

We work with our clients to establish custom-tailored risk funding structures to create the highest possible level of asset protection. We also assist our clients in paying claims and aggressively defending actions.

LEGAL

Our firm associates with highly qualified legal counsel to provide our clients with valuable advice in areas such as regulatory compliance, corporate structure, and tax accounting.

AUDIT

Our Captive Insurance companies are strictly domestic entities subject to annual financial audit performed by an independent CPA firm. Partners in this function will help provide the necessary attestation services to maintain compliance.

TAXATION

Our CPAs and tax experts will assure all required tax documents are filed on a timely basis and that risk structures are compliant with IRS safe harbor rulings and other tax laws.