Alternative Investments

The Next Decade of PPLI: Forecasts for Growth, Innovation, and Global Adoption

A forward-looking analysis of the forces that will shape PPLI over theRead More »

The State of the PPLI Market in 2026: Growth Drivers, Legislative Risks, and the Road Ahead

A comprehensive analysis of the global PPLI market in 2026 — coveringRead More »

Income Tax Planning for Family Offices: Integrating PPLI into the Tax and Investment Framework

How family offices use PPLI to eliminate tax drag on alternative investmentRead More »

Family Office Governance and PPLI: Aligning Investment Strategy with Institutional Wealth Management

How institutional family offices integrate PPLI into their governance, investment, and successionRead More »

Private Credit, Alternative Investments, and the PPLI Wrapper: Maximizing After-Tax Yield

Why private credit is the most tax-inefficient institutional asset class, how PPLIRead More »

After-Tax Returns on Alternative Investments: The PPLI Advantage Across Asset Classes

A rigorous asset-class-by-asset-class comparison of after-tax returns inside PPLI versus taxable accountsRead More »

What Changed in the Private Placement Life Insurance Market During June 2026

Market Intelligence | June 24, 2026 June 2026 may not produce theRead More »

Private Placement Life Insurance and the Structural Shift Reshaping Wealth Management

Executive Summary The wealth management industry is undergoing a period of structuralRead More »

Hedge Funds and PPLI: Tax-Efficient Structures for Alternative Investments

What determines the success of private placement life insurance (PPLI) portfolios? It’sRead More »

Maximizing Tax Efficiency of PPLI in Hedge Fund Investments

Private placement life insurance (PPLI) policies are custom-written life insurance or annuityRead More »