Through our network, we provide access to a renowned team of international tax and legal advisers, as well as Insurance Dedicated Fund (IDF) platforms.
These multi-series IDFs enable clients current asset managers to easily and efficiently manage the assets held within a Private Placement contract. Assets available to be invested within an IDF include, but are not limited to Hedge Funds, Private Equity and alternative assets such as commodities or real estate. Due to the tax-deferred nature of a properly constructed insurance contract, assets that generate significant tax exposure, i.e. Hedge Funds, are uniquely suited investment positions within a Private Placement contract.