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Foreign investors love U.S. real estate for the same reasons domestic investors do: depth of market, rule of law, institutional managers, and an almost endless supply of projects and strategies. The friction point is rarely the investment thesis. It is almost always the tax plumbing, particularly FIRPTA (Foreign Investment in Real Property Tax Act) and ECI (effectively connected income) taxation. If a foreign investor invests in a structure that is treated as owning a U.S. r

Half of our individual client engagement involves PPLI, so we thought it was time to cover the basics.

This month, our CEO, Jay Judas, talks to Susan Kasser, Head of Private Debt, Neuberger Berman.

Our CEO writes for InsuranceNewsNet on how affluent individuals and families are using PPLI for legacy planning.