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Investment Advisory
Advanced Life Insurance Design
Private Placement Life Insurance

Investment Advisory & Advanced Life Insurance Design

Schechter Wealth is a boutique, third-generation wealth advisory firm. For over 75 years, our multi-disciplined team consisting of one or more JDs, CPAs, LLMs, CLUs, PFSs, CAPs, MBAs, CFP® practitioners and CFA® charterholders has been quietly advising wealthy families on financial matters including: institutional quality investment advisory services, advanced life insurance planning, income and estate taxes, business succession, and charitable planning. Watch the video

Schechter Wealth Managing Director, Aaron Hodari, Examines PPLI In a Recent Article For Trust & Estates.

Schechter Wealth Managing Director, Aaron Hodari, CFP®, CIMA®, explores private placement life insurance in a recent article for Trust & Estates. PPLI offers access to Hedge Funds, MLP’s, and Mutual Fund investments in a tax-efficient structure. Private Placement can also eliminate tax-related filings. For many clients, Private Placement is the perfect vehicle to access traditionally tax-inefficient[…]

Schechter Wealth has appointed Ilana Liss and Aaron Hodari Managing Directors

Schechter Wealth, a Birmingham, Michigan-based, 3rd generation wealth advisory firm, has promoted Aaron Hodari, CFP®, CIMA® and Ilana Liss to Managing Directors. Mr. Hodari is an investment advisor who works with the firm’s high net worth clients. He leads Schechter’s efforts in the alternative investment and hedge fund space. Mr. Hodari is a frequent speaker nationally[…]

Hedge Fund Investors Turn to Private Placement Life Insurance as Tax Concerns Increase

Approximately 100 hedge fund investors, high net worth investors, and family office representatives registered for a panel discussion to learn the intricacies of private placement life insurance. The event was held September 14th at the Edition Hotel in New York City. Panelists included representatives of Lombard International Assurance (A Blackstone Company), SkyBridge Capital, and Schechter[…]

How Does a Charitable Remainder Trust Work?

A charitable remainder trust is a tax-exempt irrevocable trust that allows the client to transfer property to the trust and maintain an income stream. Because a charitable remainder trust is a tax-exempt entity, it can sell highly appreciated assets without realizing a current income tax liability. The CRT must make payouts at least annually. At[…]

What is Premium Financing?

Life insurance premium financing is a strategy intended to help clients obtain life insurance for which they have an established need. Typically, premium financing is a fair market loan arrangement between a commercial lender and an irrevocable life insurance trust (ILIT) where the lender loans the premiums for a life insurance policy on the client’s[…]