Oxford, MS - In a strategic expansion that enhances its offerings for entrepreneurial wealth creators, Addicus announces its merger with Collaborative Insurance Solutions (CIS). This partnership brings together two visionary teams dedicated to delivering a comprehensive approach to family office services, focusing on sophisticated solutions across a family’s wealth enterprise. 

Collaborative Insurance Solutions, based in Omaha, Nebraska, has earned a reputation for its innovative and comprehensive insurance strategies, working alongside professional service providers such as RIAs, CPAs, and attorneys. Under the leadership of founder Eryka Morehead, CIS offers an extensive array of life, disability, and long-term care insurance solutions tailored to align with clients’ unique needs. CIS takes a consultative approach, analyzing each client’s situation to uncover potential vulnerabilities and design custom solutions that directly address their specific circumstances. This personalized methodology not only sets CIS apart but also fosters a collaborative relationship with other professionals who serve high-net-worth clients.

As a leading family office, Addicus provides clients with an extensive range of services designed to simplify the complexities of managing and growing significant wealth. By emphasizing a seamless, client-centered experience, Addicus has redefined the family office model to support visionaries in achieving their long-term goals. The firm’s scope includes private equity, strategic consulting, and capital advisory services, ensuring that clients receive guidance across all facets of their wealth enterprises. Addicus operates as an integral part of each client’s team, managing the details so that clients can focus on what they do best — driving innovation and growth.

“We are excited to unite the expertise of both firms, offering our clients a truly comprehensive approach to wealth enterprise planning,” said Eryka Morehead, founder of CIS. “This partnership enhances our ability to provide strategic, forward-thinking solutions for managing, growing, and protecting our clients’ assets. Together, we are committed to delivering innovative, tailored strategies that ensure long-term success and security.”

Andrew Adams, Founding Partner and Chief Enterprise Architect of Addicus, highlighted the unique value of the partnership: “The real value of this merger lies in the synergy the three partners bring to the table. This is about the people. We thrive on aligning our expertise with the entrepreneurial spirit, constantly pushing boundaries to deliver creative, client-centered solutions. Together, we’re able to provide a 3D approach that not only meets but anticipates the evolving needs of our clients in a dynamic landscape.”

Addicus and CIS will continue to collaborate with other professional service providers—including CPAs, attorneys, and RIAs—to deliver a holistic approach tailored to the specific needs of entrepreneurial clients. By working alongside these advisors, Addicus and CIS ensure that clients benefit from a full-team approach, integrating diverse expertise to address every facet of their financial and risk management landscape.

Together, Addicus and CIS set a new standard for family office services. Relentless and resourceful, they focus on finding solutions for even the toughest challenges, moving clients forward with innovative strategies that protect and grow their wealth. This partnership marks a significant milestone in both firms’ missions to provide unparalleled service, innovation, and dedication to long-term success.

Visit addicusadvisors.com to learn more about how Addicus and CIS can support your wealth enterprise and risk management needs.

About Addicus

Addicus is a leading family office and investment advisory firm based in Oxford, MS, offering expertise in investment banking, private equity, tax consulting, and risk management. Known for its inventive approach and deep financial acumen, Addicus is committed to creating unique opportunities that align with the ambitions of the entrepreneurs and self-made individuals they serve. The firm’s unwavering dedication to innovation and discovery drives its mission to deliver exceptional financial solutions and lasting success for its clients.

MEDIA CONTACT: 

Abby Arcishewsky, Marketing

abby.arcishewsky@addicusadvisors.com