Our evocative approach positions us as an idea company, offering our clients creative and innovative solutions. We work hard to uncover value and provide solutions that most have never seen or even thought about while recognizing risks others ignore.
Mezrah Consulting’s Private Client Group provides strategic wealth accumulation, wealth protection, and wealth transfer planning to C-level executives, ultra net worth individuals, and family offices. In working with our clients and their advisors, we share ideas and provide analysis that are relevant to solving a client’s planning objectives.
Domestic Captive Insurance Structures (DCIS)
This corporate planning and consulting initiative involves determining the business risks of a company and exploring the insurability of those risks in a cost and tax effective way. We take into consideration the company’s structure, size and current financial position from a cash flow and P&L perspective to build a financial model which is used to determine the annual premium.