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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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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An Investment Tool Tailored to You

An Investment Tool Tailored to You

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

In partnership with the best in-class insurance providers, Clout Capital allows you protect your assets while ensuring tax-efficient growth.

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

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

In partnership with the best in-class insurance providers, Clout Capital allows you protect your assets while ensuring tax-efficient growth.

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


Case Study: QQQ Investment Net-Return

Case Study: QQQ Investment Net-Return  

In California, a high-net-worth individual made a $1 million in ETF Stock investment (QQQ) in January 2019 (QQQ $149), then sold the entire position for $2,170,00 in January 2022 (QQQ $402.35).  

In California, a high-net-worth individual made a $1 million in ETF Stock investment (QQQ) in January 2019 (QQQ $149), then sold the entire position for $2,170,00 in January 2022 (QQQ $402.35).  

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 ETF Stock (QQQ) 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 ETF Stock (QQQ) 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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