How Curated PPLI Unlocks What Traditional Planning Misses bv Brad Barros , Co-founder & President, Specialty Assurance Group, Ltd Most family offices don't realize they have a problem until they're facing it. It's not uncommon for an entrepreneur preparing to sell a 9-figure business to discover that conventional exit planning strategies—even creative ones—leave tens of millions on the table. It's not that an advisor's exit planning tools don't work, but rather that the advis

Wealth is not just about returns on investment—it’s about access, flexibility, and the power to choose where and how you live. For the modern investor, mobility has become a form of currency, and global diversification is no longer optional.

Venture Capital (VC) fuels early-stage disruptors, chasing unicorns and massive returns. On the other hand, Private Equity (PE) thrives on mature businesses, leveraging buyouts and optimization to enhance cash flow.

How Experienced Commercial Real Estate Developers Are Navigating Market Dislocation and Uncertainty