Silver Rock Partners serves is a trusted advisory firm serving closely held businesses, business owners, and professional athletes. With a deep understanding of the complex needs facing this unique clientele, we provide tailored strategies across insurance, private risk management, and financial architecture. We help our clients transform complexity into integrated, tax-efficient solutions built for longevity, continuity, and control. For over two decades, Silver Rock has partnered with business leaders and their advisors to navigate the evolving landscape of business and personal planning.
Silver Rock Partners
Sophisticated Financial Solutions…
Redefining Control.
Each of our dedicated verticals reflects this philosophy:
In a commercial insurance landscape marked by volatility, Silver Rock Risk Management empowers business owners through the formation and oversight of captive insurance companies. Properly structured captives enhance risk management, retain underwriting profits, and offer greater cost predictability—while delivering potential tax and asset protection benefits. We manage the full lifecycle, from feasibility and formation to governance and compliance, with institutional-grade precision.
Life Insurance & Estate Planning – Silver Rock Private Risk Management
Silver Rock PRM delivers advanced life insurance planning for entrepreneurs, executives, and legacy-focused families. Our strategies—spanning traditional insurance, private placement life insurance, and premium financing—are deeply integrated into broader estate and liquidity plans. Each solution is modeled conservatively, evaluated annually, and developed in coordination with clients’ legal and tax counsel to ensure long-term cohesion and resilience.
Managing assets within a captive insurance company demands far more than traditional portfolio oversight. In partnership with Procyon Partners LLC, SRP Investment Advisors provides bespoke investment policy design and fiduciary governance that aligns with actuarial, regulatory, and statutory requirements. We differentiate between reserves and surplus, ensure domicile compliance, and position each portfolio as a strategic extension of the captive’s risk and financial strategy.
Professional athletes and entertainers often experience condensed career arcs with disproportionate earning potential. In collaboration with Alvini & Associates—a boutique tax advisory firm with deep expertise in multi-jurisdictional income structuring—we deliver holistic planning tailored to the financial volatility and public visibility of these careers. From investment and cash flow planning to tax optimization and legacy structuring, we help clients transform short-term success into lifelong stability.
Respect for Client Privacy
Our clientele primarily comprises accomplished business owners and professional athletes. The advisory services we provide frequently involve highly sensitive and strategically significant matters, including the structuring of private risk management solutions, succession planning, and estate and tax optimization strategies. In light of the confidential nature of our engagements, we do not disclose client names, business affiliations, or testimonials on our website.
Client confidentiality is not simply a policy—it is a cornerstone of our firm’s values. We are committed to fostering an environment in which clients can engage with us fully and candidly, confident that their information will be handled with the utmost care, discretion, and professionalism. We recognize that prospective clients may wish to hear from those who have previously engaged our services. Once a formal relationship has been established and mutual confidentiality agreements are in place, we are pleased to provide appropriate references upon request.
This philosophy reflects our unwavering commitment to integrity, professionalism, and long-term client trust.