Private Placement Life Insurance Explained
Family Enterprise USA and Winged Keel Group are hosting a free webcast on May 28, 2026 to demystify Private Placement Life Insurance (PPLI) for affluent families. The one‑hour session will be led by Winged Keel CEO Eric Naison‑Phillips and Principal Mark Richards, who will walk attendees through investment options, the insurance component, integration with broader wealth plans, and compliance best practices. Real‑world case studies will illustrate how PPLI can boost after‑tax investment returns. Registrants gain direct access to leading PPLI experts and actionable insights for their families’ financial strategies.
The PPLI Opportunity Affluent Families Are Exploring — Are You Missing It?
Family Enterprise USA and Winged Keel Group are hosting a free webcast on May 28, 2026 to demystify Private Placement Life Insurance (PPLI) for affluent families. The session will cover how PPLI works, its tax‑advantaged investment options such as insurance‑dedicated...
Welcoming the Second Trustee
The article examines the shift from a first to a second trustee in family wealth trusts, emphasizing the human and qualitative dimensions rather than technicalities. It notes that the second trustee often triggers the first formal accounting review and may...
Building Liquidity Around an Illiquid Core at Aars
Since 2016 CFO Morten Christensen has built Aars’ investment arm from scratch, transitioning from full outsourcing to an in‑house team. The family office now invests roughly 75% of its net assets in directly owned, illiquid companies, while the remaining 25%—about...
Family Office Insider (FOI) | May 2026
Family Office Insider’s May 2026 edition welcomed 727 new subscribers, bringing its total readership to over 2,000 after doubling in the past year. A J.P. Morgan report shows 65% of family offices plan to prioritize AI investments, yet 79% remain...
Using Exchange Funds To Diversify Concentrated Securities (And When It’s Better To Sell Instead)
Advisors facing clients with highly concentrated, appreciated stock holdings can use exchange funds to swap those positions for a diversified basket while deferring capital‑gain taxes. The fund operates as a partnership, requiring a seven‑year lock‑up and a minimum 20% allocation...
Understanding the PPLI Opportunity: The Basics and Beyond
Private Placement Life Insurance (PPLI) is rapidly gaining traction among affluent families seeking tax‑efficient wealth growth. Winged Keel Group, a sponsor of Family Enterprise USA, is hosting a free webcast on May 28 at 1:00 PM PDT to demystify PPLI’s structure and...
Sergey Brin’s Family Office Absorbs Brain-Health VC Fund Nexus NeuroTech Ventures
Sergey Brin’s single‑family office, Bayshore Global Management, absorbed Nexus NeuroTech Ventures, a brain‑health venture capital fund with roughly $200 million in assets under management. The acquisition, completed on March 31, 2026, folded Nexus’s 15 portfolio companies—spanning neurodegenerative, neuropsychiatric and neurodevelopmental therapies—into Bayshore’s broader...
Gagan Gupta Family Office Invests in Cora Gold’s Sanankoro Gold Project in Mali
Eagle Eye Asset Holdings, the Singapore‑based family office of Indian entrepreneur Gagan Gupta, signed a $120 million streaming agreement with Cora Gold to fund the Sanankoro gold project in southern Mali. The deal gives Eagle Eye the right to purchase roughly...
The Great Wealth Transfer: Strategies to Transfer ‘Superfluous’ Assets Without Taking an Estate Tax Hit
The article defines “superfluous” assets as holdings—second homes, artwork, concentrated stock—that exceed a family’s income needs and can be earmarked for tax‑efficient transfer. It outlines several estate‑planning tools, including Grantor Retained Annuity Trusts, Qualified Personal Residence Trusts, charitable remainder trusts,...
OV MANAGEMENT LLC - Filing for Period Ending 03/31/2026
OV Management LLC filed its Q1 2026 13F, revealing a portfolio that shrank to $49 million from $115 million a year earlier. The family office dramatically reduced its exposure to mega‑cap tech, selling NVIDIA, Microsoft, Alphabet, Apple and Amazon, while adding modest positions...
Mel Lagomasino in Crain Currency: Separating Fundamentals From Sentiment in 2026
WE Family Offices CEO Mel Lagomasino argues that family offices must separate genuine fundamental shifts from market noise to preserve long‑term stewardship. He warns that reactive, sentiment‑driven decisions can undermine carefully built allocation strategies and dilute multigenerational compounding. The piece...
From Patience to Precision: How Family Offices Are Adapting to a More Complex Investment Environment
Family offices, long valued for patient capital, are confronting a more complex investment landscape marked by geopolitical uncertainty, longer private‑market exits and rapid market dislocations. A Bloomberg Family Office Summit poll shows they are becoming more selective, with 63% favoring...
FEUSA Action’s Soldano Speaks at Lido Symposium on Future of Family Offices
Family Enterprise USA Action President Pat Soldano will address the 20th Annual Lido Family Office Investment Symposium, discussing the evolution of family offices from past to future. The two‑day West Coast event, held April 28‑29 at the Fairmont Century Plaza,...
Inside Matter’s Approach to Private Aviation Strategy
Matter Family Office treats private aviation as a strategic financial decision for ultra‑high‑net‑worth families, emphasizing purpose‑first assessment over aircraft allure. It outlines four access structures—charter, jet cards, fractional ownership, and full ownership—each aligned with specific usage thresholds. The firm’s advisory...