Captive
insurance planning involves sophisticated insurance
and risk management issues, regulatory and corporate
legal issues, federal, state and usually international
tax issues, and a wide range of accounting and
financial issues. This planning is circumstance-specific.
It is not appropriate to apply the general information
described herein to any singular situation. The
formation of a captive is a small part of a client's
implementation of alternative risk planning; a
captive's mere formation is dwarfed in complexity
by its ongoing operations. As a result, this planning
should not be undertaken without a competent team
of professionals who have extensive experience
in captive insurance and alternative risk planning
and are prepared to operate the planning on a
going forward basis.
|
|
| To be clear, Capstone itself
is neither a law firm nor a public accounting
firm or an insurance company. The "Capstone
Team" refers to the captive management group
organized and coordinated by Capstone which
draws upon, as appropriate, outside groups
of corporate, federal and state tax, financing
and regulatory lawyers, accountants and auditors,
on-site managers, insurance brokers, risk managers,
reinsurance consultants, local domicile resident
managers, consulting actuaries and others, which
together are part of the turnkey package of
services coordinated by Capstone. However, each
professional organization performs its
respective functions and is responsible for
such, despite being coordinated
by Capstone. From time to time Capstone's assembled
team includes lawyers, accountants and other professionals
chosen by Capstone's clients apart from Capstone's
usual team. For brevity throughout this website
"Capstone" and "Capstone Team"
have been used interchangeably and include for
purposes of this website outside service
providers (such as lawyers, accountants, and insurance
professionals), whether designated by the client as drawn from Capstone's usual working team,
but which are nonetheless coordinated by Capstone
as part of its turnkey package of services. |
|
CAPSTONE ASSOCIATED SERVICES, LTD.
The Galleria
Post Oak Tower
5051 Westheimer, Suite 1875
Houston, TX 77056-5604
713/850-0550
Fax: 713/623-0329
info@CapstoneAssociated.com
|
Alternative Risk Planning
for the Middle Market
|
