Offshore Private Placement Life Insurance Individuals

Offshore Private Placement Life Insurance

Sophisticated International Tax Planning

Private Placement Life Insurance is a sophisticated tax product that is essentially an investment portfolio inside of a life insurance policy. By building an investment portfolio inside of an insurance policy in a regulatory-friendly jurisdiction like Luxembourg, our high net worth clientele are able to transfer the entire appreciated value of the portfolio to their heirs with no form of taxation whatsoever.

Discover if this option is best for you by getting in touch with our skilled international tax planning attorneys at Castro & Co. It is never too early to begin planning for the future. We have offices in New York, Los Angeles, Chicago, Washington DC, Miami, and Dallas, and we represent clients around the world.

Give us a call at (833) 227-8761 to get started with a free consultation!

Creating a Seamless Plan for Your Specific Needs

Castro & Co. has been helping countless families for years navigate the complexities of creating a sound and legally binding life insurance plan. As your estate planning partner, you can trust that we have the experience and qualifications to properly draft a life insurance plan that best suits all your legal needs.

We take the time to listen to your goals and educate you on the different options available to you in an effort to help you make informed decisions about how life insurance can enhance your estate plan. Our life insurance planning attorneys are also committed to doing everything they can to ensure that any life insurance utilized in your estate plan stays up to date allowing collection by your family to be a seamless process.

Call now at (833) 227-8761 to schedule a free initial consultation.

  • “Second year working with them and would recommend them to everyone.”

    - Luis H.
  • “They go above and beyond to help, no matter what your situation may be.”

    - Elvis C.
  • “Castro & Co. are professional, courteous and very good at what they do.”

    - Dominic M.
  • Tax Analysts
  • The Sydney Morning Herald
  • SMSF Adviser
  • Bloomberg Business
  • International Bar Association
  • The Wall Street Journal
  • U.S. News & World Report
  • CBS News
  • ABC News

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