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Protect More.

Pay Less.

Build Smarter.

Advanced planning solutions for high-performing businesses.

Protect More.

Pay
Less.

Build Smarter.

Advanced planning solutions for high-performing businesses.

About Us

Clear strategies, honest results

At Captive Consultants, we believe that smart tax strategies should be both effective and ethical. Our mission is to help business owners and professionals keep more of what they earn by uncovering proven, compliant opportunities that others often overlook. With a focus on transparency, integrity, and long-term growth, we design strategies that not only reduce tax burdens but also align with your values and vision for the future.

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What We Provide

Our Core Services

Every business faces unique challenges. We specialize in tackling those challenges head-on with three tailored services designed to protect, streamline, and grow your business.

Captive
Consulting

Comprehensive
Business Planning

Tax
Mitigation

Years of Experience

Why work with us?

We bring clarity to complexity, combining deep captive insurance expertise with strategic, advisor-aligned thinking. Every solution is tailored to your unique risks, goals, and industry - not off-the-shelf. From formation to long-term compliance, we provide end-to-end support with a focus on integrity, audit-readiness, and lasting value. Our role isn’t to sell a structure - it's to build one that works for your business.

Advanced Tax Strategies

Family Office Network

Deep Industry Insight

Unleashing our clients’ potential by minimizing risk.

Protect What You've Built

Innovative strategies to protect you and your business

We create smart, customized plans to protect your business, grow your wealth, and secure your future. Our strategies go beyond traditional planning — helping you reduce risk, minimize taxes, and turn uncertainty into opportunity. You focus on building; we’ll protect what you’ve built.

Identify, assess, and mitigate threats before they impact your business.
Our approach to risk management integrates seamlessly with your strategic and financial planning - building resillience, and not just insurance.

Custom warranty programs help yout control risk, strengthen client relationships, and generate new revenue streams - all under your own terms.

Standard policies fall short when your operations are anything but standard. We tailor insurance solutions to address complex, industry specific exposure with precision and clarity.

Captive insurance allows qualified businesses to take control of their coverage, optimize tax efficiency, and build long-term reserves, turning risk into an asset.

Client Testimonials