High quality fairly priced captive design, formation and management services.
Email our managing director for immediate help: tom@captiveexperts.com

Wealth Transfer

Advanced wealth transfer strategies address asset protection, wealth preservation, asset management, business succession, taxation (income, gift and estate taxes) and non-legal and non-financial factors.  Our relationships and expertise extends to all developed countries and wealth management portfolios and strategies based in all leading currencies. Contact us today to put our global relations and experience to work for you.

The following graphic is a simple example of one of many captive ownership structures designed to integrate asset protection and wealth transfer objectives with a formalized captive risk management program:



We bring expertise valuable to any high net worth and business advisory team including:


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