Captive Insurance Consulting

As a very specialized niche, Satty & Partners has developed a nationally-recognized expertise in the evolving area of Captive Insurance company strategies. Captive insurance can be an effective risk management plan that produces significant protection and cost savings to the insured entity while generating substantial tax savings and wealth preservation opportunities to the business owners and their families.

The IRS looks closely at Captives to be certain these strategies are not abusive, so you'll want to consult with a firm that knows its way around them and can help avoid any missteps.

In other words, with Captives, only an expert in this area will do so ask us for an independent consultation today. We will assess your needs and help you make critical early decisions.

Services We Provide:

  • Analysis of feasibility and potential savings from captive insurance strategy

  • Assistance in the formation process including license application, domicile selection, investment policy formulation and policy design and coverages

  • Accounting and auditing as well as tax planning and compliance for captives

  • Ongoing consultation designed to ensure efficient risk management objectives are met

Types of Coverage:

  • Copyright or trademark infringement

  • Employment Practices

  • Loss of key customers

  • Loss of franchise

  • Product liability

  • Malpractice (in certain situations)

  • Structural defects

  • Business interruption

  • Computer data loss

  • Financial crime

  • Theft of intellectual property

  • Computer software liability

  • Identity theft