Latest / The High Net Worth Podcast with Fexingo: Wealth Management, Tax Strategy, and Affluent Finance
How Billionaires Use Private Placement Life Insurance
In this episode of The High Net Worth Podcast, Lucas and Luna explore why private placement life insurance (PPLI) has become the fastest-growing tax-shelter vehicle among the ultra-wealthy. With over $40 billion in assets now held inside PPLI policies globally, they break down how it works — a life insurance wrapper that allows investors to hold alternative assets like hedge funds and private equity while deferring and potentially eliminating capital gains tax. Lucas walks through the mechanics, the IRS tax code sections involved, and the real cost: high fees, illiquidity, and complexity. He…
The skinny
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