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...
Taxation & Representation: Budget 2.0 Drops This Week: 199A Hike + ICE Funding
The Senate approved the FY2026 budget resolution (S.Con.Res.33), positioning a follow‑up reconciliation bill to fund Immigration and Customs Enforcement and Border Patrol. In the House, lawmakers moved seven bipartisan tax measures forward, targeting IRS efficiency, taxpayer services, and stronger whistleblower...
The Nevada Advantage: Strategic Trust and Tax Planning for the Modern Family Business
The article outlines why Nevada has become a premier trust jurisdiction for high‑net‑worth family businesses. It highlights Nevada’s tax neutrality—no state income, capital gains, estate or GST taxes—combined with flexible statutes such as decanting and directed trusts. Dynasty trusts can...
Family Giving in Higher Education: A Unique Blend of Personal and Collective Philanthropy
The article highlights how family philanthropy in higher education blends personal alumni connections with the strategic rigor of a foundation. Using the fictional Johnson family, it shows how multigenerational donors can shape legacy while providing institutions with structured, long‑term capital....
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...
Federal Wealth Tax Tracker
Federal legislators are rapidly introducing a wave of wealth‑tax proposals aimed at high‑net‑worth individuals and families. Bills range from a 5% levy on assets above $1 billion (Sanders) to a 2%–3% tiered tax on net worth over $50 million (Warren) and measures...
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,...
Beyond the Headlines: Strategic Wealth Planning in an Evolving Tax Environment
Recent policy debates over a potential U.S. wealth tax, higher capital gains rates, and changes to valuation discounts are reshaping how family offices and fiduciaries approach multigenerational wealth planning. While no federal wealth tax has been enacted, the heightened scrutiny...