Insights

Wealth Preservation Perspectives

Thought leadership on tax strategy, estate planning, and institutional wealth preservation.

Estate PlanningFeb 2026

The 2026 Estate Tax Cliff: What Families Must Know

The $13.61M exemption is sunsetting. For significant estates, the window to act is narrowing fast.

8 min
Tax StrategyJan 2026

PPLI vs. Traditional Investing: $50M+ Tax Analysis

Tax drag erodes 200-300 basis points annually. PPLI eliminates this friction entirely.

12 min
Asset ProtectionJan 2026

What Your Attorney Isn’t Telling You About Insurance

Life insurance structures offer unique creditor protection most estate attorneys overlook.

6 min
Premium FinancingDec 2025

Premium Financing in a Rising Rate Environment

How we adapt structures to maintain arbitrage while protecting against rate volatility.

10 min
Wealth TransferNov 2025

Dynasty Trusts + PPLI: The Ultimate Combination

The most tax-efficient wealth transfer vehicle available under current law.

9 min
Business PlanningOct 2025

Pre-Exit Planning: Shield Your Liquidity Event

The months before a sale are the most impactful window for tax planning.

7 min

Private Briefings

Quarterly insights on estate planning and tax strategy.

Contact us to receive quarterly briefings directly.