If needed by a client, our affiliated law firm can assist your lawyers with advanced ownership structuring to integrate wealth protection, wealth transfer efficiency and larger estate planning objectives into your captive risk management program design decisions.

Our managing director is publishing a book on advanced ownership structures for captives and other affiliated businesses for growing businesses or in connection with unbundling successful enterprises. In this book he explains in detail this often neglected area in business venture planning.

Contact us if we can help you understand the integration issues involving wealth protection and transfer objectives and captive design planning.