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Seneco in Forbes: Advanced Planning, Private Placement Life Insurance, and More
- Seneco Global
- Oct 22, 2025
- 3 min read
Over the years, Seneco Global Advisors has been featured in Forbes for our expertise in advanced planning and innovative life insurance strategies for affluent individuals, business owners, entertainers, and international families. These articles reflect the breadth of our work, from executive benefit design and estate tax mitigation to global wealth structuring.
Below are several Forbes features highlighting our firm’s perspectives on sophisticated life insurance applications and advanced planning opportunities.
Advanced Planning Considerations for Hedge Fund General Partners
In the competitive hedge fund landscape, success is about more than investment performance—it’s about retention, continuity, and strategic planning. This article explores how defined benefit plans, asset protection strategies, and contingency plans can help hedge fund general partners attract talent, protect assets, and prepare for transition.
“Asset protection planning is pre-litigation planning,” explains Frank Seneco, President of Seneco & Associates. “It incorporates financial products and legal strategies to mitigate the loss of wealth due to unfounded lawsuits.”
Avoiding Life Insurance Missteps
Life insurance remains one of the most powerful tools for estate, business, and liquidity planning—when used correctly. In this piece, Frank Seneco discusses common pitfalls among affluent individuals, including over-insuring, choosing the wrong policy type, and overlooking proper premium funding strategies.
“While there are situations where financing works well, there are quite a few potential risks that can prove costly,” notes Seneco.
What Is Private Placement Life Insurance?
Private Placement Life Insurance (PPLI) has long been one of the best-kept secrets in tax planning for the ultra-wealthy. This article introduces readers to the structure and benefits of PPLI—particularly its ability to deliver tax-efficient investment growth, creditor protection, and estate planning advantages.
“PPLI is designed to maximize savings and minimize the death benefit,” explains Frank W. Seneco. “With proper planning, the cash value appreciation and insurance coverage can also escape gift and estate tax.”
4. Why Wealthy Foreign Nationals Coming to the U.S. Are Using Private Placement Life Insurance
For international clients relocating to or investing in the U.S., tax and compliance complexity is unavoidable. This article explores how PPLI offers a compliant, efficient structure for inbound families and foreign nationals to grow and protect wealth within U.S. jurisdictional rules.
“For international clients, especially green card holders, PPLI can be a very powerful solution,” notes Frank Seneco, emphasizing the importance of working with experienced advisors to ensure compliant implementation.
5. Many Celebrity Entertainers Fail to Effectively Plan Their Estates
High-earning entertainers face unique estate and tax challenges—especially when income comes from royalties or participation arrangements. This article discusses the common mistakes celebrities make and how specialized planning, including life insurance and trust structures, can protect their wealth and legacy.
“There are whole ranges of tax mitigation strategies available to them which they fail to take advantage of,” says Frank Seneco, author of Maximizing Personal Wealth: An Advanced Planning Primer for Successful Business Owners.
Our Ongoing Commitment to Advanced Planning
At Seneco Global Advisors, we continue to build upon the same principles featured in these articles: sophisticated design, precise execution, and collaboration with leading legal, tax, and investment professionals.
Whether your focus is protecting family wealth, optimizing tax outcomes, or building a multigenerational structure, our goal remains constant - delivering clarity, coordination, and confidence through advanced life insurance solutions.
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