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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

PPLI – What You Should Know About Private Placement Life Insurance

Private Placement Life Insurance (PPLI) is one way of mitigating the tax liability from a variety of different types of investments. For some affluent investors, it’s what they walk away with, not necessarily how much they earn. Great performing investments can become very mediocre once taxes are taken into account which is sometimes the case[…]

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[…]

Schechter Wealth Announces the Addition of Wealth Advisor, Megan Sandler.

BIRMINGHAM, Mich., July 5, 2016 – Schechter Wealth, a third generation wealth advisory firm, is pleased to announce that Megan Sandler will be joining the firm as a Wealth Advisor. Ms. Sandler advises high-net-worth individuals, families, and business owners on wealth preservation, wealth transfer, estate planning, and tax planning objectives. “We are excited to have Megan[…]