Regulatory & Compliance
Private Placement Life Insurance (PPLI): The Accredited Investor's Guide to the Wrapper Congress Wants to Close
PPLI wraps hedge funds and private credit in a life insurance policy for tax-deferred growth. Here's how it works, what it costs, and why Congress is targeting it.
Jeff Barnes, MBA··11 min read
Regulatory & Compliance
Donor-Advised Fund vs. Charitable Remainder Trust: Which One Actually Works for Appreciated Alternative Assets
DAFs give an immediate deduction; CRTs pay lifetime income. Here's how each handles illiquid alternative assets, UBTI risk, and appraisal rules.
Jeff Barnes, MBA··11 min read