What is PPLI insurance and how is it used?

Wealthy investors, including family offices, are increasingly leveraging private placement life insurance (PPLI) as a way to to make investing more tax efficient. PPLI enables wealthy investors to invest in hedge funds and other vehicles tax efficiently by allowing for tax-free accumulation and tax-free access to policy cash values. PPLI has its roots in the [...]

2020-12-28T21:24:15-08:00

How can we drive more innovation at our company?

In today’s fast-paced economic environment, companies are facing more pressure than ever to uncover growth opportunities. Innovation is no longer the territory of top tier or “leading-edge” corporations: Every company must innovate to remain relevant. We encourage our clients to adopt eight best practices to make innovation an organizational competency. See Figure 1. Companies that [...]

2020-12-28T21:24:15-08:00