Episode 46: Evaluating PPLI, Investing in a Child’s Startup, and Cross-Border Tax Complexity

March 2nd, 2026  |  37 mins 32 secs

advanced tax strategies, complex wealth structures, cross-border planning, estate planning, family business, family capital decisions, private equity investment, tax planning, venture investing

In this episode, we examine three sophisticated planning decisions that sit at the intersection of tax efficiency, family dynamics, and global mobility. We break down how affluent families should evaluate Private Placement Life Insurance beyond the marketing pitch, how to thoughtfully approach investing in a child’s venture-backed startup without distorting incentives or relationships, and close with a From the Field conversation on the real tax and structural complexities of building a life across borders.