Next-Generation Family Office Leadership: Preparing Heirs to Steward PPLI and Multigenerational Wealth
How family offices prepare the rising generation to understand, govern, and stewardRead More »The Wrong Wrapper: Gold’s 28% Tax Problem and the PPLI Alternative
After the strongest gold year since 1979, most American investors hold theRead More »Real Estate Inside PPLI: Holding Property Investments Within an Insurance Wrapper
How families hold direct real estate, real estate funds, and real estateRead More »Family Offices at an Inflection: PPLI as the Institutional Wrapper
Deloitte counts 8,030 single family offices and projects 10,720 by 2030 withRead More »The $124 Trillion Wealth Transfer: Preparing Heirs to Receive It
Cerulli now projects $124 trillion changing hands through 2048. The scarce resourceRead More »Hedge Fund Strategies Inside PPLI: Converting Short-Term Gains to Tax-Free Growth
How hedge fund strategies — global macro, event-driven, relative value, and systematicRead More »PPLI Ticker vs. PPLI.com: Why Hundreds of Investors Are Landing on the Wrong Website
Since People Incorporated adopted the PPLI ticker on Nasdaq, hundreds of misdirectedRead More »
Multi-Family Office vs. Single Family Office: Where PPLI Fits in the Advisory Architecture
How MFOs and SFOs approach PPLI differently — covering scale advantages, investmentRead More »The 2026 Senate PPLI Proposal: What It Says, What It Doesn’t, and What It Means for Sophisticated Families
Senator Wyden's 2026 PPLI proposal — S. 4279 — would deny federalRead More »Private Equity Inside PPLI: Structuring PE Allocations for Tax-Free Compounding
How private equity investments held inside PPLI policies eliminate capital gains taxRead More »