Protect More.
Pay Less.
Build Smarter.
Advanced planning solutions for high-performing businesses.
Title
Protect More.
Pay
Less.
Build Smarter.
Advanced planning solutions for high-performing businesses.
Title
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.
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
“Ed and Clay made the entire tax process feel straightforward and stress-free. They explained everything in plain English, showed me opportunities I would’ve never found on my own, and put together a plan that saved my business thousands. I finally feel confident about my finances.”
Test, Founder
“I came to Ed and Clay overwhelmed with tax questions and worried about compliance. They not only helped me organize everything, but also built a strategy that reduced my risk and positioned my company for growth. Their professionalism and attention to detail were outstanding.”
Test, Founder
“Working with Ed and Clay was a game-changer. They took the time to understand my industry, spotted areas where I was exposed to risk, and implemented a plan that protected me while optimizing my taxes. I can honestly say I sleep better at night knowing they’re in my corner.”