Individuals & Families

Growing, Protecting and Transferring Assets for Generations

Our extensive expertise in Private Placement Life Insurance and Annuities enables us to curate solutions for your clients that efficiently and effectively address their unique needs and goals, in the U.S. and around the globe.

We Customize Solutions For:

  • Family Offices catering to HNW/UHNW individuals and families
  • Advisors who provide strategic services to these individuals and families, including:
    • Family trusts
    • Wealth planning
    • Estate planning
  • Large U.S. institutions including banks, investment firms, hedge funds, and registered investment advisors (“RIAs”)
    • Investment Managers, Fund Managers
Misty Forest
Traversing a Suspension Bridge

Annuity-based solutions

Private Placement Variable Annuity (PPVA) can be a key tool to help manage estate planning for family offices and high-net-worth individuals. Benefits of PPVA include investment customization, diversification, risk management, and facilitating charitable giving.

PPVA can be designed to offer exposure to multiple investment managers, strategies, and asset classes.

Plant Sprouting

Life Insurance-based Solutions

Private Placement Life Insurance (PPLI) may be used as one piece of a multi-faceted wealth planning strategy to efficiently grow and preserve wealth and effectively facilitate the transfer of wealth to charities and future generations.

PPLI can be tailored to the specific needs of a family, while offering exposure to multiple investment managers, strategies, and asset classes, and reducing the administrative burden to the policyholder.

Contact Us

Contact Form - Homepage (#3)