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 »
Increasing Hedge Fund Returns Via PPLI: Still Viable?
In the process of helping to create and advise many hedge fundsRead More »
PPLI For Hedge Funds: Navigating Tax Benefits Effectively
Recent developments increase the attractiveness and chart a course for PPLI forRead More »