By audience

PPLI by audience.

Audience-specific briefings for the professionals most often evaluating PPLI on behalf of UHNW clients.

PPLI for Family Offices

A plain-English look at how family offices evaluate PPLI as a structural allocation wrapper.

PPLI for RIAs

How RIAs evaluate PPLI for UHNW clients and coordinate the implementation team.

PPLI for Tax Attorneys

Structural notes for tax attorneys reviewing PPLI for UHNW clients and family offices.

PPLI for CPAs

A framework for CPAs reviewing PPLI fit for UHNW clients.

PPLI for Trust Officers

How trust officers evaluate PPLI ownership by ILITs, dynasty trusts, and offshore trusts.

PPLI for UHNW Individuals

How UHNW individuals evaluate PPLI alongside direct and trust-held investments.