Integrity. Tradition. Trust.


Captive Planning Associates, LLC is a captive management firm specializing in innovative alternative risk solutions to closely-held family-owned businesses and large corporations. The firm is known for its holistic approach to the design, formation and implementation of captive insurance companies.

Our Captive Management and Advisory practice draws on more than 30 years of experience as former Certified Public Accountants, Attorneys in Corporate, Tax and Estate Law, Investment Banking and Insurance who can help your company optimize insurance and risk management expenditures. Through our inter-disciplinary approach to risk management, we provide preliminary analysis of your company’s current state, to preparing in-depth feasibility studies which incorporate independent actuarial risk assessment, to complete turn-key implementation of corporate best practices risk mitigation programs.

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