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VIRTUAL ROUND TABLE

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PPLI vs. FAMILY OFFICE

Description

The Virtual Round Table (VRT) series of talks brings together senior industry practitioners to gain insight and understanding of legal, tax and private wealth issues facing HNW individuals and families across Asia.
 

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In this Virtual Round Table, two popular private client solutions: PPLI Insurance and Single Family Office, will be pitted against each other to discover which provides the better solution, or whether each is better combined with the other?

The webinar will concentrate on the practical aspects of advising in relation to each, adopting a real-world assessment process, answering typical client queries such as:
 

  • Costs | Tax Advantages;

  • Asset Restrictions;

  • Control;

  • Privacy;

  • Immigration;

  • Asset Protection;

  • Reversibility; and

  • Succession.


Each of the above will be assessed and compared, illustrated by use of hypothetical case studies involving on the one hand a large Indonesia Family with multiple generations and branches, and on the other a young Mainland Chinese Family comprised of Husband, Wife and one Child.

The session will conclude with an assessment of each solution in combination, comprising:

 

  • Family Office holding a PPLI policy;

  • PPLI policy holding a Family Office.


Advantages and disadvantages of each combination will be discussed and explained.

 

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