18 Articles

Estate Planning

Private Placement Life Insurance: A Structural Overview for Ultra-High-Net-Worth Investors

Case Studies

Case Study: PPLI Combined with Premium Finance for a Global Family Office

Case Studies

Case Study: Premium Finance for a Physician-Turned-Entrepreneur with a Concentrated Biotech Position

Estate Planning

The Generation-Skipping Transfer Tax and Dynasty Trust Funding Through Premium Finance

Case Studies

Case Study: Preserving Liquidity for a Technology Founder Through Premium Finance

Case Studies

Case Study: Estate Liquidity Planning for a Multi-Generational Real Estate Family

Case Studies

Case Study: Cross-Border Liquidity Planning for a Latin American Family Office

Case Studies

Case Study: Split-Dollar Premium Finance for a Family Office Principal

Case Studies

Case Study: Collateral Management and Loan Renewal in a Rising Rate Environment

Estate Planning

The One Big Beautiful Act: What the Permanent Exemption Means for UHNW Estate Planning

Premium Finance

The Spread Advantage: Why Institutional Borrowing Rates Change Everything

Estate Planning

ILIT Architecture for the Ultra-High-Net-Worth Estate

Global Wealth

Cross-Border Life Insurance: Navigating PFIC Rules and Treaty Considerations

Market Perspective

Rising Rate Environments and the Premium Finance Calculus

Estate Planning

Split-Dollar Arrangements: A Primer for Family Office Principals

Premium Finance

Collateral Management in Long-Duration Premium Finance Structures

Market Perspective

Carrier Selection in an Era of Balance Sheet Scrutiny

Global Wealth

Latin American Family Offices and U.S. Life Insurance: A Strategic Overview