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Services for
Captive Insurance Advisory & Assurance

A strategic partner in building smarter risk management

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Our Reach

For more than 30 years, Smith + Howard advisors have helped organizations evaluate, structure, and maintain captive insurance solutions that support and strengthen their long term strategic goals.

We serve clients with annual premiums ranging from $100,000 to more than $1 billion across industries including healthcare, manufacturing, transportation, construction, and real estate. Our team also advises multinational Fortune 500 companies that manage domestic and international risk through onshore captive insurance structures.

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Captive Insurance Services

Smith + Howard offers a comprehensive suite of advisory, tax, and assurance services for captive insurance arrangements, including:

  • Feasibility studies, structure analysis, and captive formation
  • Independent external financial statement audits (GAAP and statutory)
  • GAAP and statutory accounting research
  • Internal control assessments
  • Tax research
  • Tax planning and compliance, including elections under Sections 831(b) and 953(d)
  • Regulatory compliance and support
    • Cybersecurity assessments
    • SOC 1, SOC 2, and SOC 3 assurance services over outsourced captive insurance functions, including third-party claims administration and underwriting