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In this episode of the Family Office Podcast, recorded live at our Beverly Hills Investor Club Summit, our expert panel dives into the sophisticated tax and legal structures that family offices use to protect, preserve, and grow wealth.
From Private Placement Life Insurance (PPLI) to Tax Advantage Corporations and SPVs, you’ll hear how top investors structure deals for tax efficiency, asset protection, and multigenerational planning — and why most professionals overlook these strategies.
💡 Key Takeaways:
What is Private Placement Life Insurance (PPLI) and how it works for alternative assets
The Tax Advantage Corporation model — combining philanthropy, estate planning, and tax strategy
Why residency and income situs matter for wealth preservation
When and how to use SPVs for specific deal structures
Real examples from experienced family office leaders investing in crypto, oil & gas, and AI ventures
🎧 Powered by the Family Office Club — the #1 global community for family offices, investors, and capital raisers.
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https://familyoffices.com/
Family Office Podcast: Billionaire & Centimillionaire Interviews & Investor Club Insights