Due Diligence in PPLI: How to Evaluate Carriers, Jurisdictions, and Policy Structures
A comprehensive framework for evaluating PPLI carriers — covering financial strength, segregatedRead 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 »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 »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 »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 »How Single Family Offices Structure Investment Portfolios with PPLI
A detailed analysis of how single family offices integrate PPLI into theirRead More »