The Best In-Class Asset Protection Tool

The Best In-Class Asset Protection Tool

Tax-Efficient & Flexible Investment Structuring

Tax-Efficient & Flexible Investment Structuring

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Interested? Get a one-on-one call with one of our specialised team members.
 
Wether you're interested in our services or have any questions for us, we'll be there to run you through the details and get you started with the best investment solution for you.
 
Book a call with us today!
Interested? Get a one-on-one call with one of our specialised team members.
 
Wether you're interested in our services or have any questions for us, we'll be there to run you through the details and get you started with the best investment solution for you.
 
Book a call with us today!
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PPLI Designed for Crypto Holders

PPLI Designed for Crypto Holders

Private Placement Life Insurance (PPLI) is a tax efficient tool for wealth, estate, and succession planning, adaptable to the most complex situations, making it perfect for a high-net-worth investor.

It is now available to crypto investors who want to protect their assets while allowing them to grow tax-efficiently. At Clout Capital we offer this in partnership with the best-in-class insurance providers, tailored made for a new breed of investors.

TaxEfficiency

Tax-Efficiency

- Investments growth on tax efficient basis
- Consolidated tax reporting
- Efficient inheritance planning 
AssetProtection

Asset Protection

- Asset and investor protection
- Minimize the risk of outliving your money
Flexibility

Flexibility

- International portability
- Broad asset eligibility
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Private Placement Life Insurance (PPLI) is a tax efficient tool for wealth, estate, and succession planning, adaptable to the most complex situations, making it perfect for a high-net-worth investor.

It is now available to crypto investors who want to protect their assets while allowing them to grow tax-efficiently. At Clout Capital we offer this in partnership with the best-in-class insurance providers, tailored made for a new breed of investors.

TaxEfficiency

Tax-Efficiency

- Investments growth on tax efficient basis
- Consolidated tax reporting
- Efficient inheritance planning
AssetProtection

Asset Protection

- Asset and investor protection
- Minimize the risk of outliving your money
Flexibilty

Flexibility

- International portability
- Broad asset eligibility
Schedule a call


Case Study: Bitcoin Investment Net-Return

Case Study: Bitcoin Investment Net-Return

In California, a high-net-worth individual made a $1 million Crypto investment in January 2019 (BTC-USD $3,798), then sold the entire position for $12,568,00 in January 2022 (BTC-USD $47,737).

In California, a high-net-worth individual made a $1 million Crypto investment in January 2019 (BTC-USD $3,798), then sold the entire position for $12,568,00 in January 2022 (BTC-USD $47,737).

CaseStudy1

*20% LTCG rate + 13.3% CA state tax rate + 3.8% Net Investment Income Tax (NIIT)

Consider, as an example, the above-mentioned case study, if the same individual had acquired $1 million of Crypto (BTC) using an insurance dedicated fund within an existing Private Placement Life Insurance (PPLI) policy, the net rate of return would have dramatically increased (as shown in the results table below). 

Consider, as an example, the above-mentioned case study, if the same individual had acquired $1 million of Crypto (BTC) using an insurance dedicated fund within an existing Private Placement Life Insurance (PPLI) policy, the net rate of return would have dramatically increased (as shown in the results table below). 

CaseStudy2

*All projections are approximations. Actual returns will vary based on timing of policy charges and other associated costs.

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