The Tolani Flow® website provides information about our unique financial strategy. However, please note that the information presented on this website is for general informational purposes only and should not be considered as personalized financial, investment, tax, or legal advice. We strongly recommend consulting with a qualified financial advisor to assess your specific circumstances and make appropriate decisions.
It is important to understand that financial decisions involve inherent risks, and the performance of investments can vary. Past performance should not be considered indicative of future results. We disclaim all liability in respect to any actions taken or not taken based on any or all the content of this site. If you have any specific questions or concerns, please feel free to contact us for further clarification.
Maximizing Wealth and Security - A Comprehensive Wealth Management Solution for
High Net Worth Individuals and Families.
This Wealth Solution is brought to you by
Dr. Sanjay Tolani Team
Your Trusted PPLI Advisory Team
Dr. Sanjay Tolani: Inter-Generational Planner & Philanthropist
Financial Structure Innovator
Dr. Sanjay Tolani: Inter-Generational Planner & Philanthropist
Financial Structure Innovator
This Wealth Solution is brought to you by
Dr. Sanjay Tolani Team
Your Trusted PPLI Advisory Team
PPLI is a type of financial structure that can help you grow, preserve, spend, and transfer your wealth in a controlled and tax-efficient manner. It offers a wide range of investment opportunities and flexibility, and is recognized globally as a Inter-Generational legal structure.
The Tolani Flow® PPLI team, has for many years been helping HNW families with financial structure planning as we can guide you through the process and help you make the best choices for your inheritance and multiple generational planning needs .
PPLI is a type of financial structure that can help you grow, preserve, spend, and transfer your wealth in a controlled and tax-efficient manner. It offers a wide range of investment opportunities and flexibility, and is recognized globally as a Inter-Generational legal structure.
The Tolani Flow® PPLI team, has for many years been helping HNW families with financial structure planning as we can guide you through the process and help you make the best choices for your inheritance and multiple generational planning needs .
Private Placement Life Insurance (PPLI) is a structure that allows high net worth individuals and families to invest their premium in cash or kind, which through an insurance company can then be invested into an asset or fund of their choice based on the family's investment mandate.
Many families after several generations start to divide assets which reduces the value and power of investing capabilities, to ensure this power is held for multiple generations a PPLI structure might be suitable for such forward looking families.
For clients who prefer not to use trusts, PPLI can be an attractive alternative. PPLI structure offers many of the benefits of trusts, such as asset protection and tax efficiency, while avoiding some of the drawbacks, such as loss of control and increased complexity.
PPLI offers a range of benefits for high net worth individuals, including facilitating succession planning, optimizing tax efficiency, and providing protection for assets.
PPLI policies are typically offered through private placement, which means that they are not publicly traded. This can provide an additional level of confidentiality for policyholders, which can be useful for families who are concerned about maintaining privacy in their estate planning.
PPLI policies may offer the opportunity for professional asset management, which can be particularly useful for families who do not have the time or expertise to manage their assets on their own and would like to appoint multiple discretionary fund managers.
PPLI can be used as a way to pass on wealth to future generations and for succession planning. The policyholder specifies beneficiaries to receive the policy proceeds in a tax efficient manner which allows future generations to reduce potential tax liabilities.
Private Placement Life Insurance (PPLI) allows high net worth families to transfer a variety of assets into a life insurance policy, in order to grow and preserve their wealth in a tax-efficient manner. Some examples of assets that can be transferred include:
Private Placement Life Insurance (PPLI) allows high net worth families to transfer a variety of assets into a life insurance policy, in order to grow and preserve their wealth in a tax-efficient manner. Some examples of assets that can be transferred include:
Private Placement Life Insurance (PPLI) allows high net worth families to transfer a variety of assets into a life insurance policy, in order to grow and preserve their wealth in a tax-efficient manner. Some examples of assets that can be transferred include:
Tolani Flow® Private Placement Life Insurance (PPLI) offers high net worth families a range of features and benefits to help them grow and preserve their wealth in a tax-efficient manner.
Some of the key features and benefits of the strategy include:
Tolani Flow® PPLI offers access to a wide range of investment opportunities, including open-ended investment companies, private shares, unit trusts, exchange traded funds, fixed interest securities/bonds, and stocks/shares. This allows investors to diversify their portfolio and choose investments that align with their financial goals and risk appetite with almost no limitations.
Tolani Flow® PPLI offers a range of customizable investment management options, including the ability to choose your own designated custodian if you have existing relationships. This allows investors to tailor their PPLI to their specific needs and preferences with very few changes needed to their current asset management structure.
Tolani Flow® PPLI offers a range of customizable investment management options, including the ability to choose your own designated custodian if you have existing relationships. This allows investors to tailor their PPLI to their specific needs and preferences with very few changes needed to their current asset management structure.
Tolani Flow® PPLI allows investors to transfer existing assets as premium in kind, which means they can consolidate their assets in one place and see all of their investments at a glance. This can make it easier to manage your portfolio and optimize the tax efficiency of your investments especially when multiple jurisidctions are involved.
Speak to our Tolani Flow® Team Today.
Invest in a PPLI today.
We offer solutions from various countries such as Guernsey, Bermuda, Liechtenstein, Luxembourg, Ireland, Isle of Man, Singapore, Switzerland, Puerto Rico, Cayman Islands, Hong Kong, Mauritus , etc. Only personal consultations will allow us to carefully select the right jurisdiction for a specific case.
We offer solutions from various countries such as Guernsey, Bermuda, Liechtenstein, Luxembourg, Ireland, Isle of Man, Singapore, Switzerland, Puerto Rico, Cayman Islands, Hong Kong, Mauritus , etc. Only personal consultations will allow us to carefully select the right jurisdiction for a specific case.
Key comparison matrix for Tolani Flow® PPLI and other HNW solutions:
Key comparison matrix for Tolani Flow® PPLI and other HNW solutions:
To begin the process of setting up a PPLI policy, you will need to complete an insurance application form, which will ask for information about your personal details, financial situation, and insurance needs.
Once your insurance application has been approved, you will be able to transfer your assets into the policy. This can be done through a variety of methods, such as open-ended investment companies, private shares, unit trusts etc.
Tolani Flow® PPLI will provide you a Power of Attorney to continue to manage your assets and make decisions. This will empower you to have full control on your assets and Tolani Flow® PPLI will continue to own the assets on your behalf.
Once all of the necessary documents have been completed and your assets have been transferred into the PPLI, you will receive your policy documents, which will outline the terms and conditions of your Tolani Flow® PPLI policy.
With the help of Tolani Flow® PPLI team of lawyers, accountants, investment advisors and insurance professionals, you can be confident that your PPLI policy will be set up quickly and efficiently, and that you will have the support and guidance you need to manage your assets and investments effectively.
It is important to note that investing in a Private Placement Life Insurance policy (PPLI)
comes with certain considerations:
Tax and legal questions should be directed to your own tax or legal advisor, as this material does not provide such advice.
PPLI investments are not suitable for all investors and only "accredited investors" and "qualified purchasers" who meet additional eligibility criteria may invest.
Investing in some funds within a PPLI may be illiquid and may have significant transfer restrictions.
Introducing Dr. Sanjay Tolani, a legendary figure in the world of inter-generational wealth planning. With a Ph.D in Finance and a plethora of qualifications and accolades, he is a true visionary and a pioneer of innovative financial products. With his unique financial structures and approach, he has revolutionized the world of financial products. He has also authored 13 books and mentored over hundred thousand businesses and professionals worldwide.
Introducing Dr. Sanjay Tolani, a legendary figure in the world of inter-generational wealth planning. With a Ph.D in Finance and a plethora of qualifications and accolades, he is a true visionary and a pioneer of innovative financial products. With his unique financial structures and approach, he has revolutionized the world of financial products. He has also authored 13 books and mentored over hundred thousand businesses and professionals worldwide.
Invest in a PPLI today.
Speak to our Tolani Flow® Team Today.