With a properly structured private placement life insurance policy, you are able to capture returns without the high tax implications typically associated with hedge fund investments. That means more growth and more wealth for your lifetime OR to preserve for your heirs OR preferred charities.
-$20 million or more in net worth
-A desire to invest in hedge funds or alternative investment opportunities
*Minimum investment of $2 million
Don’t let taxes cut into your great returns. Put Private Placement Life Insurance to work and start capturing more of your return.
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, CFA® charterholders, CFP® practitioners, and CIMA® consultants have 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.