Due Diligence in PPLI: How to Evaluate Carriers, Jurisdictions, and Policy Structures
A comprehensive framework for evaluating PPLI carriers — covering financial strength, segregatedRead More »Three Numbers That Define the 2026 Private Insurance Market
Luxembourg's record premiums, private credit at 23.4 percent of insurer bond books,Read More »Mid-2026 Briefing: What Actually Changed for UHNW Families
An editor's ledger at the year's midpoint: the Wyden bill's stalled trajectory,Read More »142,000 Millionaires Moved in 2025. Their Planning Should Too
Henley recorded 142,000 millionaire relocations in 2025, led by flows into theRead More »Luxembourg’s Record Run: ACA 2025 Numbers and the PPLI Anchor
Life premiums near €33 billion, up 23 percent, and a €380 billionRead More »PPLI After the OBBBA: Planning Beyond the Estate Tax
With the estate and gift exemption permanent at $15 million per person,Read More »Inside the Wyden Bill: What S.4279 Would Mean for PPLI
A measured reading of Senator Wyden's S.4279: what the bill would actuallyRead More »PPLI for Globally Mobile Executives: Asset Protection Across Borders and Residencies
How executives who relocate between jurisdictions use PPLI to maintain consistent assetRead More »Tax Planning After a Liquidity Event: How PPLI Preserves Wealth for Founders and Entrepreneurs
How founders, entrepreneurs, and business owners use PPLI after IPOs, acquisitions, andRead 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 »