PPLI

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 »

How Regulatory Changes Are Reshaping Private Placement Life Insurance in 2026

An analysis of the regulatory developments reshaping PPLI — from the WydenRead 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 »

Estate Freeze Techniques and PPLI: How GRATs, IDGT Sales, and Preferred Freezes Multiply Wealth Transfer

How GRATs, installment sales to IDGTs, and preferred partnership freezes work withRead 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 »

IRC Sections 7702 and 817(h): The Tax Compliance Framework That Governs Every PPLI Policy

A practitioner-level analysis of IRC Sections 7702 and 817(h) — the twoRead More »

Wealth Preservation in an Era of Global Transparency: Why PPLI Is the Compliant Answer

How the global transparency revolution — CRS, FATCA, beneficial ownership registers, andRead 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 »

Singapore and the Rise of Asian Wealth Planning Through Private Placement Life Insurance

How Singapore's wealth management ecosystem, MAS regulatory framework, and growing family officeRead More »