Committed to the Growth, Preservation, and Tax-favored Treatment of Your Assets.

Precision Risk Management & Tax Planning for the Modern Medical Practice

Leveraging Compliant Micro-Captive Strategies to Protect Your Practice, Your Partners, and Your Legacy.

Successful physician groups operate at the intersection of high-stakes medicine and complex business dynamics. You face a unique and escalating set of challenges: commercial insurance premiums are rising while coverage narrows, new liabilities emerge from technological and regulatory shifts, and the need for sophisticated wealth preservation strategies has never been greater.1 Standard financial solutions are often inadequate, failing to address the specific risks inherent in the practice of medicine.

Medicorum Wealth Management is a specialized research and advisory firm dedicated exclusively to helping private physician groups navigate this demanding environment. We provide the intellectual framework and strategic guidance necessary to implement one of the most powerful tools in corporate finance: a micro-captive insurance company. Our approach is grounded in exhaustive research and an unwavering commitment to regulatory compliance, transforming a complex instrument into a strategic asset for your practice.

Is Your Practice a Candidate?

A micro-captive is a sophisticated strategy best suited for established, profitable private physician groups. Ideal candidates typically demonstrate pre-tax profits of at least $1 million annually and possess a forward-thinking commitment to proactive, data-driven risk management.