Private Placement Life Insurance (PPLI) is a powerful yet underutilized tool for high-net-worth investors seeking tax-deferred growth. PPLI allows individuals to invest in private equity within a life insurance policy, deferring taxes on capital gains and distributions. This strategy not only enhances returns but also integrates seamlessly with estate and succession planning.
With 10 years of experience managing wealth for millionaires, billionaires, and BigLaw firm partners across mainland China, Hong Kong, Los Angeles, San Francisco, and Silicon Valley, Cora brings a unique fusion of expertise in global deal sourcing, structured financing, portfolio management, capital markets, and investment banking solutions. Having managed over $3 billion in assets and worked with hundreds of business leaders, she drives strategic cross-border solutions and fosters a collaborative ecosystem. Licensed in three jurisdictions, Cora is adept at navigating regulatory complexities in dynamic markets.
