Powerful UHNW Asset Protection Services

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:

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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

✓ Globally Tax Compliant

 Meets local tax regulations in most jurisdictions. 

✓ Highly Tax Efficient

 No taxation on all capital income during lifetime of 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 insurance company, with no disclosure of beneficial ownership.

Experience The World’s Finest Wealth Protection Solutions. Contact Us Today.

Clients choose Brookes and Partners precisely because of our expertise and proven track record in this mission-critical area of wealth management, and we invite you to experience our award-winning services for yourself.