Captive Providers, LLC. was founded with the goal of assisting our clients to develop a cost effective strategic wealth development plan that encompasses tax efficiency and asset security. Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition.
We use a multi-disciplinary consulting team approach. Our team is comprised of a network of attorneys, accountants, financial advisors, insurance professionals, benefit planners and money managers; also included are an actuarial firm, third party administrative firm, valuation firm, etc. Our process is thoughtful, comprehensive and utilizes the most current tax laws and financial instruments available. The ultimate result for each client, based on sophisticated planning techniques, is truly an optimal structure and strategy.
Thomas Price, Managing Principal
Tom has a unique knowledge base of international financial planning. He served as Vice President of one of the world’s largest international financial services and tax planning firms where he gained considerable experience working with compliant international strategies that involved world-class asset protection, tax efficient wealth development strategies and a comprehensive knowledge and application of captive reinsurance strategies for successful business owners. During this ten year period, he developed relationships with numerous international U.S. compliant companies in the areas of insurance, trusts, LLC formation, investment opportunities, etc. Tom has educated and worked in concert with hundreds of attorneys and CPAs and their HNW clients in these advanced international strategies. He has served as an advisor to the Wealth Preservation Institute and the Asset Protection Society and has developed numerous fact specific tax efficient wealth strategies for HNW clients. He has spoken at various events on Tax Efficient Wealth Building within a Secure Environment and on IRS and U.S. Treasury Department requirements for compliant international planning. Tom graduated from Auburn in 1969 and has owned a number of successful businesses and recognizes the essentials needs of a successful business owner and his advisers.
If you have any questions about your current financial situation or wish to schedule an appointment, for a personal and confidential discussion, please Contact Us.
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