Helping MFOs use next-gen PPLI to enhance confidentiality, optimize taxes, and retain client trust
The will that killed the family
What if the real threat to your client’s legacy isn’t tax—but meaning?
And they're just getting started
With key tax breaks set to vanish, these discreet strategies could protect millions in wealth—if acted on in time.
Why more advisors are now rethinking...
Why family offices are quietly moving to Dubai
Why PPLI is not what most advisors think it is—and why that’s costing their clients millions
For many family offices, it revealed something uncomfortable: We’re not as prepared as we thought.
7 areas every advisor must prepare for
Here are 7 new realities every family office must face—before clients start asking tough questions.
