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Captives in Wealth Management

If you are looking for another way to protect your assets and manage your wealth, you may have considered using captives. A captive is an insurance company focused on financing the risks of owners and contributors. Not only can captives be used to guard your assets, but captives can also help you with creating a long-term estate plan. This strategy is especially beneficial for high-asset individuals with a large number of assets.

When you have more, it also means you have more to lose. Using captives for wealth management can enable you to protect your assets and secure them for the sake of your loved ones. If you are interested in using captives in your wealth management plan, contact our attorneys.

Why Choose Us?

Mathur Law Offices, P.C. is proud to provide our clients with comprehensive, applicable wealth management strategies. We work with each of our clients individually to assess their unique needs in order to create a plan to move towards their ultimate economic goal. Our firm provides a variety of wealth management services to benefit our clients. We work with financial planners and other experts to ensure you receive the best wealth protection guidance possible for whatever your financial needs may be.

Using Captives to Protect Your Finances

Captives are especially useful in controlling the risk to your finances. Rather than seeking insurance coverage from a third-party, some individuals may be able to set up a captive for their business in order to control or maintain any potential losses. Captives may help prevent the user from the rising costs of insurance, and can also provide gap insurance if necessary. Additionally, using captives in wealth management can help cut income tax costs, diversify investments, and can also protect your other assets.

Let Our Legal Team Help You

At Mathur Law Offices, P.C., our team has a thorough understanding of numerous wealth management strategies currently in use today. We can help you use captives to protect your assets in a way that helps you and your business. To discuss this tactic, as well as other potentially beneficial options, we encourage you to read out to our team, today.

Contact Mathur Law Offices, P.C. to get started on your wealth management plan.

What to Expect From Mathur Law Offices, P.C.

  • A legal team with a wide breadth of legal knowledge
  • An emphasis on making your needs our top priority
  • Personalized, unwavering commitment to you
  • A team with unmatched experience and versatility
  • Compassionate and genuine service

Trusted Recommendations
From Our Clients

  • Because of you, I am home with my family.

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  • We find very few human beings like you in this world who are passionate about their profession and truly help their clients.

    “Your firm changed my opinion on Attorneys with my past experience.”

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  • You immediately gave us confidence, and hope in your firm's ability to help us with our needs.

    “You kept us informed, you thoroughly explained all our options good or bad, and that is greatly appreciated!”

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