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Private Placement Life Insurance

These structures can provide tax-free asset growth, tax-free distributions, tax-free death benefits, ability to reallocate without tax consequence, and access to a variety of institutional money managers. The opportunity to asset protect these dollars is also evaluated as is the inclusion of a preferred investment manager via an insurance dedicated fund. A complete evaluation of a variety of products, structures, and costs are important elements of our implementation and due diligence process.

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Executive Estate Preservation Plan

Mezrah Consulting advises on the design and funding of wealth transfer strategies that leverage the infrastructure of the company to provide executives with the ability to create wealth outside of their estate with little to no P&L impact to the company.

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Domestic Captive Insurance Structures (DCIS)

Exploring the creation of an insurance company that can be owned by an individual or corporation can often time create value from a business risk, tax, and economic perspective. Utilizing a structure with integrity, identifying business risks, selecting a favorable jurisdiction, identifying the right team which includes the captive manager, captive administrator, actuary, and legal team are all paramount and the focus of this consulting initiative.

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Private Investment Access

Executives and Family Offices are often in search of private investment opportunities given the unpredictability of equity markets and low inherent yields of the fixed income markets. Connecting private wealth to private investment opportunities that are either off market or below the institutional radar is the focus of this executive benefit. We are asset-agnostic in that we explore opportunities across asset classes including real estate, equity in an operating company or mezzanine debt.

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