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When Does Private Placement Life Insurance Make Sense for Family Offices?

The Mack Podcast · 2026-07-31 · 1h 1m

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Episode notes

In this panel episode of The Mack Podcast, Brian Adams speaks with Brandon Henry, Dan DiLella, Robert Dietz, and Bob Chesner about private placement life insurance (PPLI) and its potential role in ultra-high-net-worth and family office planning. The conversation explores how PPLI can improve the tax efficiency of alternative investments, support multigenerational wealth planning, and provide greater flexibility within a family’s broader portfolio. The panel also discusses the trade-offs, including investor control requirements, liquidity considerations, fees, underwriting, and ongoing administration, as well as the importance of assembling an experienced advisory team before moving forward. To learn more about Mack International, please visit

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