Single and multi family offices often times do not have the life insurance expertise in house. Tippett Moorhead & Haden works alongside RIA’s, wealth advisors, CPA’s and estate attorneys in the design, acquisition, and management of permanent life insurance.

UNLOCKING THE POWER OF PRIVATE PLACEMENT LIFE INSURANCE FOR YOUR CLIENTS

Does your firm lack in-house expertise on Private Placement Life Insurance (PPLI)? Tippett Moorhead Haden (TMH) is a national leader in acquiring and administering PPLI solutions, partnering with RIAs, wealth advisors, CPAs, and estate attorneys.

TMH bridges the PPLI gap for your clients. We offer comprehensive support in designing, acquiring, and managing PPLI policies, including:

• Open Architecture Investment Flexibility: Clients retain control over investment strategies within their PPLI policy
• Tax-Advantaged Growth: Investments inside the PPLI grow tax-free, maximizing long-term returns
• Estate Planning Benefits: PPLI offers valuable tools for wealth transfer and minimizing estate tax burdens
• Asset Protection: PPLI assets may benefit from additional layers of protection against creditors

STREAMLINED INTEGRATION FOR MULTI-FAMILY OFFICES (MFOs):

TMH seamlessly integrates with your existing workflows. Our team handles the complexities of setting up Separately Managed Accounts (SMAs), Insurance Dedicated Funds (IDFs), and LLCs for your clients' PPLI policies. Wealth advisors retain full control over investment management, ensuring continuity for your clients.

EMPOWER YOUR CLIENTS WITH PPLI:

Partner with TMH to unlock the potential of PPLI for your high-net-worth clients. Contact us today to discuss how we can help you design, implement, and manage customized PPLI solutions.