Caledonia Planning Group

Private Placement Life Insurance (PPLI) professionals focused on driving tax efficient returns for high net worth investors

About Caledonia

Caledonia advises high net worth individuals and families across the Americas, Europe, and the Caribbean. Caledonia also works with investment managers, insurance carriers, trust & bank companies, and tax advisors to develop customized PPLI solutions.

Private Placement Life Insurance

Private Placement Life Insurance (PPLI) is a fully transparent, flexible insurance structure used for investment, tax, and estate planning for high net worth individuals.  PPLI utilizes existing tax legislation for insurance products which allows investors to eliminate or defer tax on investments that would otherwise be taxable at full marginal rates.

Our Team

Caledonia's team has decades of experience in domestic and international insurance markets.