Context Family Network had the opportunity to hear from Lombard International at one of our virtual events this week. The topic was PPLI structures for family offices – our hosts discussed the demand for these products with the current economic environment, volatility, and uncertain future tax consequences.
Attendees were able to hear more about the tax advantages of Insurance Dedicated Funds and other Separately Managed Account structures within PPLI’s that allow CIOs to invest in specific strategies and investment managers within the PPLI wrapper.
We encourage family offices and Context Family Network members thinking about next year’s taxes, inheritance, and any long-term philanthropic giving, to contact us to connect with our hosts at Lombard International.
Lombard International is a global leader in structuring wealth solutions. They design tailored succession and tax planning strategies for investment flexibility. With $54b of assets under administration and 28 years of experience, they understand the needs of families to address complex needs and secure sound futures globally.
Stay tuned for our next family office event and follow on on Twitter!
