PPLI vs. Family Office

In this episode, two popular private client solutions: PPLI Insurance and Single Family Office, will be pitted against each other to discover which provides the better solution, or whether each is better combined with the other?

The podcast will concentrate on the practical aspects of advising in relation to each, adopting a real-world assessment process, answering typical client queries such as:

Costs | Tax Advantages;
Asset Restrictions;
Control;
Privacy;
Immigration;
Asset Protection;
Reversibility; and
Succession.

Each of the above will be assessed and compared, illustrated by use of hypothetical case studies involving on the one hand a large Indonesia Family with multiple generations and branches, and on the other a young Mainland Chinese Family comprised of Husband, Wife and one Child.

The session will conclude with an assessment of each solution in combination, comprising:

Family Office holding a PPLI policy;
PPLI policy holding a Family Office.

Advantages and disadvantages of each combination will be discussed and explained.

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Webinar audio recording dated 27 Jan 2022. See Disclaimer, Copyright and Trademarks at https://www.zaclucas.com/disclaimer