ANETO Capital collaborates with select insurance advisors to address the wealth planning needs of our clients. One increasingly utilized vehicle is Private Placement Life Insurance (PPLI).

PPLI is a structure recognized and accepted in most jurisdictions worldwide, offering a powerful solution for wealth planning. It provides numerous applications for clients who seek confidentiality and asset protection without sacrificing asset access or flexibility. With a track record spanning over 40 years, PPLI has been thoroughly tested and proven effective in various regulatory environments.

This vehicle is capable of holding a wide range of assets—both bankable and non-bankable—and may confer benefits on various forms of capital income, including capital gains, dividend income, interest income, and inheritance, subject to the domicile of the beneficiaries.

By transferring wealth from the client to the life insurance policy, this structure ensures a high level of asset protection and confidentiality, as all assets are held in the name of the insurer. At the client’s request, ANETO Capital can manage these assets in accordance with their specific expectations and instructions.

Furthermore, our in-house legal team works diligently to ensure that all regulatory and legal aspects related to these structures are comprehensively addressed.

Please note that advisory services related to this structure are provided by an independent third party and not by ANETO Capital itself. As always, we strongly recommend consulting with your local legal and tax advisors before considering any new structures.