Using Captive Insurance Companies to Protect and Grow Wealth

Update: 2025-05-20

Description

In this episode Steven Young, Senior Vice President, UBS Wealth Management and leader of the Business Transition Consultants discuss the how owners can use Captive Insurance Companies to protect and grow wealth with his guest, Michael Hyzdu, Senior Vice President, UBS Wealth Management, and leader 3 Point Wealth Advisors. Mike discusses what a captive insurance company is, who should consider one and how to leverage a captive to grow wealth.

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In Channel

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Using Captive Insurance Companies to Protect and Grow Wealth

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A Unique Look at Foundations and Endowments

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Inside Employee Stock Ownership Plans

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Dealing with a preemptive offer

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Preparing for a Strategic Exit

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Using Captive Insurance Companies to Protect and Grow Wealth

#box-pro-ellipsis-175962728943735{-webkit-line-clamp:2;}Using Captive Insurance Companies to Protect and Grow Wealth

Using Captive Insurance Companies to Protect and Grow Wealth

Using Captive Insurance Companies to Protect and Grow Wealth