Captive Alternatives Becomes Wealth Management Group’s Exclusive Provider
CapAlt Teams Up With FEI

Atlanta, Georgia
August 15, 2017


Captive Alternatives is pleased to announce 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.

Captive Alternatives pioneered the Private Insurance Company™ and has been consistently re-inventing the risk management business in order to provide new solutions for wealth managers, business owners and family offices. Learn more by visiting captivealternatives.com, or call 404-823-6200.

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
TM 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.