Meet Vest: Your legacy partner.
At Vest, we focus on maximizing the tax advantages of life insurance and annuities for individuals who are tax sensitive. We show you how to create a tax shield for your wealth.
Often, investors seek to invest in private funds, hedge funds,
private equity or other tax-inefficient investment classes that
produce taxable income. When the same strategies are offered
through a PPLI structure, all investment transactions are not
taxable to the PPLI owner.
Low Cost Basis
The total cost of a PPLI Structure is less than 100 bps over the
life of the contract. So an investment yielding 8% produces a net
of 7%. By comparison, an 8% investment at a combined federal,
state and local tax rate of 50% only nets 4%.
We have the ability to underwrite each insured
for up to 600M as well as custom design the structure for the client
to keep their preferred advisors. If you do not want to go through
the underwriting process, variable annuities are available as well.
Utilizing a permanent life insurance contract as an uncorrelated
asset to complement your existing portfolio can be an excellent
strategy to either provide a lasting legacy, or provide income
when you or your heirs need it most.
When you combine the right life insurance solution with the right
trust, you will have the best available protection against
predators, creditors, business liabilities, and ex-spouses.
70% of a family’s wealth is lost in the second generation, 90% in
the third. We can help you change the narrative with a rock solid
generational wealth plan. We will help give your wealth purpose
and direction with the right solution
Vest can help put a plan in place to give your wealth purpose and
direction. We can help maximize a charitable gifts, all with
positive tax advantages.
Life insurance is a safe, private, and reliable methods of
preserving and accumulating wealth for foreign nationals.
Vest can structure protection for your business, your partners,
and your employees as well as help structure a smooth succession