Jade Risk Email Format

Financial ServicesTexas, United States11-50 Employees

Jade Risk is a mid-sized financial services firm that focuses on risk management and tax efficiency. It serves entrepreneurs, family offices, and professionals, helping them access institutional-grade alternatives to retail insurance and other financial products while seeking to lower insurance costs. The company also guides the setup and governance of captive insurance arrangements and reinsurance pools, and advises on operational restructurings aimed at improving after-tax profitability and potential exit value, including strategies to transfer wealth efficiently across generations.

Jade Risk is based in Grapevine, Texas, and operates within the financial services sector. Its client base comprises entrepreneurs, family offices, and professionals seeking to reduce insurance costs, access specialized risk-financing structures, and achieve tax-efficient wealth transfer. The firm's online presence is at jaderisk.com.

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