Due Diligence in PPLI: How to Evaluate Carriers, Jurisdictions, and Policy Structures
A comprehensive framework for evaluating PPLI carriers — covering financial strength, segregatedRead 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 $15M Exemption Is Permanent. Estate Planning Is Not Done
A permanent $15 million exemption has tempted families to declare estate planningRead 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 »The $84 Trillion Great Wealth Transfer: How PPLI Prepares Families for the Largest Intergenerational Shift in History
How the unprecedented $84 trillion intergenerational wealth transfer is reshaping estate planningRead 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 »What Is PPLI? The Complete Guide to Private Placement Life Insurance
The definitive guide to Private Placement Life Insurance — how PPLI works,Read More »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 »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 »