Private Placement Life Insurance (PPLI) is a powerful estate planning tool for high-net-worth (HNW) U.S. families who wish to hold illiquid alternatives (private equity, direct …
PPLI for Accredited Investors: How Policy Wrappers Enable Alternative Asset Allocation
Private Placement Life Insurance (PPLI) has become a core tool for high-net-worth (HNW) and ultra-high-net-worth (UHNW) families in the United States who want to hold …
Tax-Deferred Growth and Cost-Efficiencies: Why HNW Clients Choose PPLI
Private Placement Life Insurance (PPLI) has emerged as a core tool in U.S. high net worth (HNW) estate planning, combining tax efficiency, investment flexibility and …
Selecting Managers and Underwriters for PPLI: Due Diligence for Sophisticated Investors
Private Placement Life Insurance (PPLI) is a specialized vehicle used by high-net-worth (HNW) families and accredited investors in the United States to combine insurance benefits …
Separating Investment and Insurance: Custody, Valuation, and Governance in PPLI
Private Placement Life Insurance (PPLI) has become a core tool for high‑net‑worth (HNW) families in the United States seeking tax‑efficient wealth transfer and asset protection. …
PPLI Policy Design: Minimum Premiums, Rider Options, and Liquidity Considerations
Private Placement Life Insurance (PPLI) has become a core solution for high-net-worth (HNW) U.S. families seeking tax-efficient wealth transfer, asset protection, and access to alternative …
Structure and Compliance: FATCA, CRS, and Reporting for Private Placement Life Insurance
Private Placement Life Insurance (PPLI) is a powerful estate-planning and tax-efficiency tool for high-net-worth (HNW) U.S. families. Because PPLI combines life insurance with bespoke investment …
Tax Treatment and Gift Considerations for Survivorship Policies in Wealth Transfer
Survivorship (second‑to‑die) life insurance is a cornerstone strategy in high‑net‑worth (HNW) estate planning because it can create large, tax‑efficient liquidity for estate taxes, fiduciary expenses, …
Survivorship Life Insurance Explained: Funding Estate Taxes and Preserving Family Wealth
Survivorship (second-to-die) life insurance is a core tool for high net worth (HNW) estate planning in the United States. For families in high-tax states like …
Designing Survivorship Policies for Large Estates: Coverage Amounts and Premium Strategies
High-net-worth (HNW) estate planning often relies on survivorship (second-to-die) life insurance to provide liquidity for estate taxes, equalize inheritances, and preserve family businesses. This article …