Sophós Advisors is an independent advisory firm specializing in risk management and international insurance.
Insurance products and tailored programs to cover property, casualty and specialized risks, as well as captive insurance and alternative risk transfer mechanisms
Independent, conflict-free advice and representation in the insurance marketplace.
Seasoned Wealth Management professionals with more than 25 years of combined experience serving the needs of global High and Ultra-High-Net-Worth families
Sophós: a person with deep knowledge of a subject matter. One who acts rationally and sensibly.
Email inquiries to firstname.lastname@example.org
Working with a diverse product portfolio allows us to find solutions that adapt to the different planning strategies and needs of the families and businesses we advise. Our platform includes providers of permanent and temporary solutions:
A formalized, special-purpose corporate structure established by a parent company, trade association or group of companies to insure the risks of its owner(s)
For risks that a company elects to retain and self-insure, a captive insurance program offers significant benefits compared to self-insurance.
For risks that a company seeks to transfer, captives can provide a cost-effective alternative to traditional third party coverage.
Captives are set up for four main reasons:
Lower total cost of insurance
Increased control of premiums and claims
Higher policy limits through reinsurance
Customized program design
Sophós Advisors is an independent consulting firm specialized in risk management and international insurance as a tool within a wealth and estate planning context. We advise high net worth families and businesses on how to use diverse risk management tools to achieve different planning objectives, with particular expertise in life insurance solutions as a wealth transfer planning tool and captive insurance program set up and management.
Because each family and business group has different needs and lives through different challenges, our bespoke insurance products and programs are best-in-class and are issued from multiple jurisdictions, each with its own specific characteristics and benefits.