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Structured insight for sophisticated wealth

Intelligence across PPLI, tax, estate, and asset protection

Explore our four pillars of institutional-grade knowledge, each designed to help families and advisors navigate complex wealth structures with clarity.

PPLI

Education and foundational understanding of Private Placement Life Insurance

Explore PPLI →

TAX EFFICIENCY

Strategies for tax-aware wealth structuring and optimization

Explore Tax Efficiency →

ESTATE PLANNING

Intergenerational planning, trusts, legacy, and succession

Explore Estate Planning →

ASSET PROTECTION

Preserving wealth, privacy, and jurisdictional structures

Explore Asset Protection →

Start with your question

Where should you begin?

The library below runs deep. Most readers arrive with one question in mind — start with yours, and the page it opens will point to the next.

Is PPLI suitable for my family — and when is it not?

Economics

What does PPLI cost, and what creates the value?

Rules

What are the main rules and risks?

Investments

Which investments can be held inside a policy?

Trusts

How does PPLI work with trusts?

Succession

How does PPLI fit into estate planning?

Wealth architecture

Where does PPLI sit in UHNW wealth management?

Jurisdictions

How do jurisdictions differ?

Due diligence

How should a carrier or provider be evaluated?

Reference

What does that term mean? The PPLI glossary

Three ways through

Choose your path

New to PPLI

Begin with the plain-English explanation, then check suitability before anything else. The economics and the rules come next; jurisdictions last.

1. PPLI in plain English 2. Whether it may suit your family 3. How the economics work 4. The main rules and risks 5. Where policies are issued

Evaluating a structure

You have a proposal on the table, or expect one. Work through the costs, the control rules and the carrier before the signature page.

1. Costs, fees and break-even logic 2. Investor control and diversification 3. Liquidity and policy loans 4. Carrier and provider due diligence 5. Review of an existing proposal

Adviser or family office

Technical material first: the compliance framework, ownership structures and investment architecture, then jurisdiction selection and implementation.

1. IRC 7702 and 817(h) framework 2. Ownership and trust structures 3. Family office integration 4. Jurisdiction analysis 5. Adviser or institutional inquiry

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Intelligence across PPLI, tax, estate, and asset protection

Where should you begin?

Choose your path

Discreet. Independent. Aligned.

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