About Us

Captive Planning Associates brings extensive experience to the creation and management of captives, as well as other alternative risk solutions, to protect management, shareholders and stakeholders from undue exposure to risk. With extensive knowledge of leading insurance and risk management programs across many industries, Captive Planning can quickly assess clients’ captive risk management needs, as well as whether existing or potential captive programs meet a client’s risk management philosophy and strategies.

The firm manages various types of captives including pure captives, special purpose captives, group & association captives and risk retention groups in a variety of industries including forestry, food distribution, apparel, medical profession, assisted living facilities, farming, hedge funds, and private equity firms.

Captive Planning Associates is a licensed captive manager in the following domiciles:

  • Alabama
  • Delaware
  • District of Columbia
  • Montana
  • Nevada
  • Oregon
  • Tennessee
  • Utah
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