Trusts, succession frameworks, family governance, and integrating PPLI into multi-generational wealth architecture.
The generational challenge
Without proper structuring, estate taxes, probate costs, and forced liquidation can erode 40–55% of accumulated wealth. Sophisticated families use trusts, PPLI, and governance frameworks to ensure continuity across generations.
Estate review
Is your estate plan optimized?
Our advisory team can identify gaps in your current structure.