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How we think about insurance differently—and why it matters for your wealth.

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Our PhilosophyWhy most insurance advice fails
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The FrameworkInsurance as capital infrastructure
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By Organization Type

Insurance strategy for trusts & estates.

When entities own insurance—ILITs, family trusts, estate planning vehicles—the coordination becomes more complex. Policy ownership, premium payment, and beneficiary designations must align with overall estate strategy.

Common Challenges

  • ILIT compliance requirements for premium payments
  • Policy ownership affects estate tax treatment
  • Beneficiary designations must align with trust documents
  • Trustee responsibilities include insurance oversight

Our Approach

  • Audit existing trust-owned policies for compliance
  • Coordinate policy ownership with estate planning goals
  • Align beneficiary designations with trust provisions
  • Build trustee governance processes for insurance decisions

Ready to assess your organization's coverage?

Schedule a consultation to discuss your specific situation and learn how Private Reserve can help.

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