Powerful UHNW Asset Protection Services

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Do you want to learn more?

Do you want to learn more?

Introducing Private Placement Life Insurance (PPLI)

PPLI combines the power of traditional life insurance policies with an unparalled level of tax efficiency for both bankable and non-bankable assets. This combination of traits secures both financial agency and maximum discretion, placing clients in the driving seat when it comes to preserving their wealth:


How it works

The Client

You hold, own and control the policy, and appoint beneficiaries, either as a natural or legal person (corporation, foundation or trust). Initiate repurchases or make disbursements and policy changes fast.

The Insured Person

By definition, this must be a natural person. As the client, you can appoint several insured persons under a single policy, apart from yourself.

The Beneficiary

In the event of your death, payment is made to your nominated beneficiary. This can be either a natural or legal person(s).

The Arbiter

Grant your lawyer, trustee or any other natural person the ability to make policy changes by nominating them as arbiter.

Why choose PPLI

  • Why choose PPLI

    Meets local tax regulations in most jurisdictions.

  • Highly Tax Efficient

    No taxation on all capital income during the lifetime of the policyholder.

  • Unrivalled Control

    Retain total control and access to your assets – make changes fast.

  • Ultimate Confidentiality

    Achieve true transfer of wealth to life insurance – with assets held by the insurance company, with no disclosure of beneficial ownership.