GPW and Associates, Inc.

GPW and Associates, Inc. (GPW)
3101 N. Central Ave., Suite 400
Phoenix, AZ 85012
Office: 602-200-6900

Profile:

GPW offers a unique combination of captive and reinsurance management services which provide clients with knowledgeable, efficient, and comprehensive service.

GPW’s team of experts includes casualty and life actuaries, CPAs, attorneys, and Associates of Captive Insurance.

The GPW approach to the formation and management of a captive is a

four-step process:

1) Risk assessment

2) Feasibility study

3) Formation of captive

4) Management services

Steps One and Two: Assessment & Feasibility

GPW works with you to strategically identify and assess the specific risks of your company. The assessment identifies both uninsured and underinsured risks of your company.

Following the risk assessment GPW provides a comprehensive feasibility study which presents the results of the risk assessment and outlines the next steps necessary for the formation of a captive insurance company. Pertinent items of the feasibility study are:

· Risk Management – The strategy for the captive to manage, underwrite, and mitigate risk. Presentation of the risks identified and the actuarially determined premiums for the risks.

· Financial Analysis – Proforma financial statements presenting underwriting results, investment income, and operational costs, including taxes for the current and future years.

· Regulatory Evaluation – A thorough discussion of various domicile requirements to help you identify the domicile best suited for the captive.

· Capital Requirements – Capitalization requirements and various ways the capitalization may be met.

· Governance Establishment – Discussion of the items necessary following the formation of the captive to ensure the captive acts in compliance with the regulatory domicile requirements.

Steps Three and Four: Formation and Management Services

After your selection of a domicile, GPW works with the domiciliary regulators to ensure the timely formation of your captive. The time required to form the captive is highly dependent on the domicile.

After formation, GPW provides managerial services to ensure the captive operates at its maximum potential. These services include:

· Financial Results & Analysis – Analysis of captive operations in comparison to industry standards.

· Regulatory Liaison – Generate all regulatory filings for the captive with ample time to review prior to submission. Assurance all filings, taxes, and fees are issued timely.

· Guidance – Strategic advice on the captive’s role within the parent company’s risk management policies.

· Claims Management – Work with TPAs and reinsurers on claims. As necessary, the parent company will be involved.

· Communication – Will be clear and concise. If there is a “gray area” GPW ensures everyone understands the issue.

For more information on the GPW captive approach, contact any of the following experts. You will be glad you did!

Jurisdictions:

· USA

Key Contacts

Bill Mourelatos, CPA, CA, CFA

Senior Vice President
bmourelatos@gpwa.com

Education:
Bachelor of Commerce, Finance and Accounting – McGill University

Experience:
Mr. Mourelatos began his career at Victor Gold in Montreal, later joining Aon’s captive management practice in Bermuda in 1998. He held leadership roles in Montreal, Bangalore, and Vermont, focusing on captive consulting and large account management. In 2024, he became Senior Vice President at GPW and Associates, Inc.

Expertise:
He specializes in captive formations, capital deployment, and risk strategies, serving clients across industries.

Credentials:
CPA (Quebec), CFA Charterholder
Member of CPA Quebec and CFA Institute

Jacob Kosch

Business Development - Captive Insurance Solutions
jkosch@gpwa.com

Education:
Bachelor of Science in Financial Services, Minor in Marketing – Wright State University

Experience:
Mr. Kosch began his career with a major automotive F&I administrator, focusing on captive formation and management. He later worked in Property and Casualty Insurance brokerage, broadening his expertise in advising clients on captive insurance solutions. He is currently Director – Business Development at GPW and Associates.

Expertise:
Mr. Kosch specializes in single-parent captive management, insurance company formation, and captive needs analysis, offering comprehensive guidance to clients across sectors.

Brent Suhr, MBA, MSA, MSRI, CRM, ACI

Director – Business Development
bsuhr@gpwa.com

Education: 

Master’s in Risk and Insurance – Butler University

Experience:
Mr. Suhr joined GPW and Associates, Inc. in 2025 as Director – Business Development, bringing over a decade of risk management experience. He began at Arthur J. Gallagher & Co., focusing on captive formation and compliance. He later held roles at Artex, Aon, USI Insurance Services, and Garnet Captive, advising Fortune 500 firms and middle-market clients on alternative risk solutions.

Expertise:
Captive insurance, financial compliance, risk strategy for traditional and loss-sensitive programs.

Credentials:
Associate in Captive Insurance, Certified Risk Manager (CRM), AZ Insurance License #1159458