High-Net Worth

As a high-net worth business owner, you operate in a different fashion than other privately held businesses.

Your needs are driven by your desire to continue growth while minimizing your tax burden.  You are the heart and soul of American job growth.

You may be a good fit for Captive Insurance Company ownership.  Imagine owning your own personal insurance company that is looked upon in a tax favorable light by the Internal Revenue Service:

  • Saving forty to fifty cents for every dollar invested in the company
  • Creditor protection on these assets
  • Lower tax rates on captive earnings
  • Designing a policy that covers areas your traditional property and casualty policy does not
  • And more

Contact us for a free, no obligation as to whether your firm qualifies.

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