Captive Manager Process
Discovery Session
We’ll begin with a thorough consultation to understand everything from your current challenges and Captive’s performance to the defining characteristics of your Captive structure.
Recommendations
Once we have a complete picture of your situation, we will leverage our six decades of experience and the vast resources of Wells Fargo to identify areas of improvement, potential cost savings and other results-focused strategies.
Sharing Information
We’ll collaborate to define information sharing protocols, including secure data exchange, discussion recaps and frequency expectations.
Client Communication
We’ll establish a communication strategy to keep you and your clients engaged. This includes sending performance reports, proactive communication and other crucial items pertaining to your strategy.
Ongoing Interaction
Long-term thinking and relationship-building are key to our team — and your success. We’ll schedule formal strategic alignment meetings and adapt your strategy as new goals or market conditions arise.
How We Work With Non-Captive Managers
Feasibility Study
Not every business or investor is a candidate for Captive Insurance. We’ll conduct a rigorous analysis of your organizational readiness, cost-benefit analysis and other criteria to conclude if this is a viable option for your goals.
Actuarial Design and Structure
If a Captive is deemed appropriate, we’ll collaborate with actuaries to determine appropriate premiums, cashflow requirements and risk management strategies.
Compliance and Regulatory Guidance
Regulations evolve, but we’ll walk through the legal landscape with you, providing necessary documents and applications to help ensure full adherence to the IRS — before, during and after your Captive’s formation.
Managing Investments and Assets
You will receive a customized investment strategy, with portfolio construction focused on risk-adjusted returns and long-term financial stability.
Ongoing Optimizations
We’ll monitor your Captive’s performance and provide detailed reporting on a scheduled basis. We will also make proactive updates or recommendations when appropriate so your financial goals stay on track.