PPLI.SOLUTIONS

Multinational Family Wealth Management

Solutions for Asset Protection and Structuring

In the modern world, wealthy families are constantly seeking more efficient and reliable structures which preserve the sovereignty of the dynasty

Trust Alternatives

With many features resembling Trusts and Foundations, PPLI structures provide advantages relating to control and confidentiality

Tax Advantaged

Most insurance structures defer fiscal events to when money is withdrawn to an external bank account, unlike Trusts which have to file annual tax resports

Brokerage and Bank Continuity

Transfer current broker/bank accounts at current institutions into the Insurance wrapper with the help of your trusted advisors

Confidentiality and Succession Planning

An insurance wrap can quickly and securely create personal confidentiality and inheritance planning opportunities

Julius Baer

“Unit-linked life insurance is an internationally recognised tool for wealth preservation, estate planning, international mobility, access to alternative investments, financial privacy and asset protection. Adaptable to the most complex situations, it’s a versatile tool for asset managers”

Private Placement Life Insurance

Solutions for modern conditions in a world of uncertainties

PPLI policies are easily customizable and can be populated to accommodate a variety of investment strategies and asset classes.

UBS

As long as assets are held in a PPLI policy, they escape taxes. When a policyholder dies, heirs inherit the PPLI’s contents tax-free.
PPLI will allow high-net-worth individuals to generate virtually unlimited amounts of investment income while avoiding capital gains taxes during life and at death.

Bloomberg

Uncompromised Reliability

Hold your assets with the best of breed banks and depositories in your choice of jurisdiction globally

Legal Protection

Protect assets from claims from third parties such as disgruntled ex-spouses, other family members, business partners and others targeting the family in legal disputations

Tax Optimisation

No Capital Gains or Income tax is levied on trading within the structure, leaving the choice up to the family as to when and where to withdraw capital in the most efficient manner suitable. Or reinvest the capital in other assets within the structure

Estate Planning

Insurance is provided to 101% of liquid assets and payable within 14 days from death of the final life assured. In some instances beneficiaries can receive the assets free of Inheritance Taxes.

Introducing

International Insurance Solutions

Solutions to protect, grow and consolidate wealth for the sovereign family, designed for the globally active high net worth client of today.

Get our e-Book on Insurance Solutions

Read our detailed description of how international insurance solutions can provide you with secure asset protection, enhanced asset management, tax advantages and inheritance simplicity.

Service from a reliable provider

PPLI SOLUTIONS

PPLI SOLUTIONS is a service provided by the International Independent Investment Insurance Alliance, offering customised solutions for institutional investors in asset protection and structuring.

We provide investment tools and asset structures in suitable jurisdictions for Family Offices, Trusts, Tax Lawyers and Financial Advisors.

We collaborate with banks and insurance companies in a multitude of jurisdictions including Bermuda, the Cayman Islands, Hong Kong, Ireland, the Isle of Man, Liechtenstein, Luxembourg, Puerto Rico, Singapore and Switzerland. Each jurisdiction can offer advantages which could benefit our clients.

01

Since 2001

PPLI Solutions is a network of international partners with over 22 years of history in Europe, North America and Asia

02

Reliable Partners

Our network has grown steadily in size, reputation and diversity

03

International Recognition

All our consultants are members of specialised communities and hold internationally recognised certifications

“When we are approached for an independent review, in almost every case, we are able to find a better alternative product with up to a 50% reduction in fees”

Alan McGregor, Co Founder, Managing Director IIIIA

PPLI Solutions

PPLI SOLUTIONS is a service provided by the International Independent Investment Insurance Alliance, offering individual solutions for institutional investors in asset protection and structuring.

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Contacts

+1 ‪(312) 566-8485‬