Captive Alternatives Becomes Wealth Management Group’s Exclusive Provider

Fortune 1000 companies have been using captive structures to manage risk and build wealth for decades, and now the most sophisticated financial advisors are guiding their clients towards the significant benefits of forming a Protected Captive.

Captive Alternatives, the Atlanta-based risk management consultancy that pioneered the Protected Captive®, today announced their selection as the preferred provider of Captive Insurance Company Management services for The Financial Engineering Institute’s (FEI) network of over 2,200 wealth management professionals.

“We are excited to add Captive Alternatives to our Expert Sourcing Team,” said FEI President and Managing Partner, Nick Gregory, ChFE, CEBA, ChFWA. “The Captive Insurance model is an essential consideration when it comes to building a comprehensive risk and wealth management strategy. Captive Alternative’s international presence and expertise in this market make them a natural fit for our team.”

CapAlt CEO, Mark Jacobs, said, “To achieve the wealth management goals of a family or business and remain fully compliant, you have to assemble a great team. We are honored to join one in FEI’s Expert Sourcing Team.”

David Kirkup, COO, added “Fortune 1000 companies have been using captive structures to manage risk and build wealth for decades, and now the most sophisticated financial advisors are guiding their clients towards the significant benefits of forming a Protected Captive.”

With this announcement, Captive Alternatives joins an arsenal of best-of-breed expert sourcing firms to provide services to FEI’s network of wealth management firms, investment and insurance advisors, attorneys, and CPAs across the nation. The result is the fusion of advanced knowledge, experience, services, and products with sound engineering principles to create a synchronized hub for family and business wealth building.

About Captive Alternatives

Captive Alternatives (CapAlt) is a leading consultancy helping business owners turn business risk into financial equity through the use of a Private Insurance Company™. CapAlt’s innovative business model, the Protected Captive™, helps business owners manage hidden risks, protect assets and reward themselves for effective risk management. CapAlt delivers sophisticated solutions through an industry-first Puerto Rico International Insurer, and manages operations from offices in Atlanta and Puerto Rico. For more information, visit http://www.captivealternatives.com.

About Financial Engineering Institute

The Financial Engineering Institute (FEI), headquartered in Tampa, FL, serves over 2,200 wealth management firms, investment and insurance advisors, Attorneys, and CPAs across the nation. FEI helps these professionals harmonize the complex wealth of families and businesses through the organization’s WealthBlueprinting™ Process. FEI is also the governing body and grantor of the Chartered Financial Engineer (ChFE) professional designation. For more information about The Financial Engineering Institute, visit thefei.com or call 888.884.3332.

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