The Financial Engineering Institute’s (FEI) network has selected Captive Alternatives (CapAlt) to provide captive insurance company management services.
Captive Alternatives will join other sourcing firms to provide services to the FEI’s network of wealth management firms, investment and insurance advisors, and attorneys and certified public accountants.
Nick Gregory, president and managing partner of FEI, commented: “The captive insurance model is an essential consideration when it comes to building a comprehensive risk and wealth management strategy.”
He explained: “Captive Alternative’s international presence and expertise in this market make them a natural fit for our team.”
CapAlt CEO Mark Jacobs, added: “To achieve the wealth management goals of a family or business and remain fully compliant, you have to assemble a great team. We are honoured to join one in FEI’s expert sourcing team.”
