Insights · 8 articles
Insights.
Analysis and case studies on estate planning, tax structuring and wealth transfer for families with interests in Asia and the United States.
Estate PlanningApr 28, 2026
Strategic Leverage: The Role of Premium Financing in Multi-Generational Wealth Transfer
The OBBBA sets the 2026 federal estate and gift tax exemption at $15 million per individual. This article explains how premium financing lets high-net-worth individuals fund life insurance without liquidating high-performing assets.
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Wealth PreservationApr 13, 2026
Strategic Wealth Preservation: Why Life Insurance Outperforms Traditional Assets in Generational Transfers
Rising tax scrutiny adds 'tax drag' to traditional investment vehicles. This article explains why life insurance outperforms them as a way to pass wealth to the next generation.
EN / KO
Case StudyApr 13, 2026
Strategic Privacy and Asset Protection in High-Stakes Relocation
A case study of how institutional stewardship, a Nevada IDGT and PPLI were combined to keep a technology entrepreneur's identity private and eliminate capital gains tax.
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Wealth GovernanceApr 13, 2026
Building a Multi-Generational Wealth Framework: Transfer as an Ongoing Process
$84.4 trillion is expected to pass to the next generation. The families that keep their wealth build governance structures around communication, trust and global mobility.
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Cross-Border InsuranceApr 11, 2026
Why Do South Koreans Hate Life Insurance? Behind the Aversion: Escaping the "60% Tax Cliff"
Life insurance carries a stigma in Korea, while wealthy U.S. families treat it as a core asset. This article looks at that gap and at why U.S.-based policies have become a way around the "60% tax cliff."
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Technology & AdvisoryApr 10, 2026
AI-Driven Insights Are Redefining Private Wealth Advisory
AI has moved from back-office efficiency tool to decision support. The firms doing best combine its analytics with the judgment of experienced advisers.
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Tax StructuringApr 7, 2026
South Korea 2026: The Threshold of Erosion
An analysis of South Korea's inheritance tax system and the movement of Korean wealth overseas that it has prompted.
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Global MarketsMar 15, 2026
Centralizing Wealth: A Global Strategy for Asset Migration
Geopolitical volatility and complex tax regimes make fragmented advisory relationships riskier for high-net-worth families. This article sets out the case for centralizing them.
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