Captive Insurance and Family Offices: Taking Control of Risk

What this episode covers

Captive insurance companies have become an increasingly valuable tool for family offices seeking greater control over risk, insurance costs, and long-term planning. In this panel episode, Brian Adams is joined by Paul Vogelgesang and Yvette Connor to explore how captive insurance structures work, when they make sense, and the key considerations families should evaluate before moving forward.The conversation covers governance, regulatory oversight, risk transfer, IRS scrutiny, and the role captives can play in broader family office strategies. Paul and Yvette also share practical lessons from their experience helping organizations design and manage captive insurance programs.To learn more about Mack International, please visit www.mackinternational.comThis episode is sponsored by BanyanGlobal Family Business Advisors.Banyan works with family business owners to navigate complex decisions around succession, ownership, and long-term strategy—helping families clarify their options, align as a group, and move forward with confidence. Learn more at banyan.global.

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