We are the Special Purpose Entity Source
We structure, implement and manage customized Special Purpose Entities (SPE's) that are focused on the asset & real estate needs of our clients. SPE's are legal entities created to accomplish specific financial, operational or risk management objectives.
Our structures and process increase profitability and lower operating costs for a variety of clients, from the Fortune 500 to mid-sized and smaller businesses, as well as individuals. We also serve as a Qualified Intermediary for 1031 like-kind exchange transactions.
Additionally, we provide captive insurance company management services for a variety of businesses, including expertise in healthcare related risk management.
Asset & real estate SPE solutions and 1031 like-kind exchange services are provided by Congress Asset Exchange.
Captive insurance company management services are provided by our affiliated company, Congress Management Group.
Congress Asset Exchange
Congress Management Group