Tag: asset protection

Estate and Asset Protection Strategies for Hedge Fund Portfolio Managers in 2025

Explore comprehensive estate planning and asset protection strategies tailored for hedge fund portfolio managers in 2025, addressing tax exemptions, deferred incentives, and philanthropy.

Advantage Insurance Highlights PPLI's Strategic Role in Global Wealth Planning

Explore how Advantage Insurance leverages Private Placement Life Insurance (PPLI) for global wealth planning, offering tax efficiency, asset protection, and flexible cross-jurisdictional solutions for high net worth clients.

Strategic Uses of Annuities for High-Net Worth and Mass Affluent Households

Explore how high-net worth and mass affluent individuals use annuities for tax deferral, asset protection, income guarantees, and wealth transfer strategies in retirement planning.