Tag Archives: ppli

As Congressional lawmakers continue to debate the details of the administration’s proposed Build Back Better social spending and climate policy bill, higher taxes remain a possibility for those with significant wealth. One strategy high-net-worth investors and family offices are increasingly relying on to prepare for a shift in tax policy is private placement life insurance […]

The more wealth a family acquires, the more tools they need to preserve those assets for future generations and protect them from the long arms of tax agencies in the U.S. and abroad. One such tool earning the attention of family offices and ultra-high-net-worth individuals across the world is private placement life insurance (PPLI). In […]