Solutions for Family Offices and Advisors Serving HNW Cross-Border, Multi-Generational Families

We offer specialized solutions tailored to the needs of family offices and advisors working with high-net-worth (HNW) cross-border, multi-generational families. Our services are designed to protect investments, drive growth, and ensure long-term success.

International insurance solutions such as Private Placement Life Insurance (PPLI) is unique tool for asset management, providing high liquidity, tax efficiency, and legal protection.

We invite asset managers to collaborate with us to offer their clients the best-in-class solutions for asset structuring and protection.

Who It’s For

Our solutions are ideal for the following categories of asset managers:

• Trusts
• Family Offices
• High Net Worth Advisors
• Investment Consulting Firms
• Banking Structures
• Independent Financial Advisors
• Brokerage Firms

Benefits of Collaborating with Us

1. High Liquidity and Flexibility

• PPLI permits not only the inclusion of cash and financial instruments but also other assets such as real estate, art collections, yachts, and airplanes. This provides clients with flexibility in managing their investments and quick access to liquidity.
• ULIP offers the formation of investment portfolios with minimal brokerage and tax costs, simplified compliance, and maximum legal protection.

2. Tax Optimization and Increased Returns

• Investments through PPLI and ULIP are exempt from capital gains, coupon, and dividend taxes throughout the policy’s term. This significantly increases the net return of the portfolio.
• PPLI policies can reduce or eliminate inheritance tax. Beneficiaries receive 101% of the policy value tax-free, making PPLI an ideal tool for estate planning.

3. Legal Protection of Assets

• Assets placed within a PPLI are protected from any third-party claims, including business partners, spouses, and legal disputes. Full asset protection provides peace of mind and stability for clients in the long term.
• ULIP also offers asset protection through the legal structure of the insurance policy, allowing for the safe storage and investment of capital abroad.

4. Ease and Convenience of Management

• Compliance for insurance products is conducted once at the account opening stage. Clients do not need to undergo repeated checks, simplifying asset management and minimizing administrative costs.
• Consolidated reporting on all transactions within the policy simplifies investment management and provides a comprehensive financial overview at any time.

How We Work

We offer asset managers the opportunity to integrate PPLI into their clients portfolios. PPLI.Solutions TEAM of experts provides full support at all stages—from consultations and selection of optimal products to legal and tax assistance.

1. Consultation and Analysis

• Conducting a detailed analysis of clients’ current asset status.
• Identifying goals and objectives that can be achieved with PPLI and ULIP.
• Developing tailored proposals considering the specifics of each client.

2. Formalization and Support

• Assisting in the preparation of necessary documents and opening insurance policies.
• Support at all stages of compliance and legal formalities.
• Providing ongoing consulting on policy management and tax optimization.

3. Monitoring and Reporting

• Regular monitoring of policy status and providing consolidated reports.
• Evaluating the effectiveness of investment strategies and recommending adjustments.
• Continuing to inform about new opportunities and changes in legislation affecting asset management.

Join Us

Collaborating with PPLI.Solutions opens up new horizons in asset management for you and your clients. We take pride in long-term partnerships with leading international banks and insurance companies, allowing us to offer the best conditions and the highest level of service.

The advantages of PPLI is recognized by leading global financial institutions and experts. Bain Capital, McKinsey, and many other companies already use these tools to optimize their financial portfolios and increase their wealth. Join them and offer your clients the best solutions for preserving and growing their capital.

Contact

Contact us for more information about collaboration opportunities and individual consultations on applying PPLI and ULIP in your clients’ asset management.

• Email: info@ppli.solutions
• Website: ppli.solutions
• Phone: +1 ‪(312) 566-8485 
• Adress: 122 South Michigan Avenue, Chicago, IL 60603

We look forward to the opportunity to work with you and your clients to achieve new heights in asset management.