Perspective
Notes from a thirty-year practice.
Original writing on estate architecture, private placement insurance, and the design of long-horizon wealth structures.
April 12, 2026
The architecture, not the product.
Why ultra-high-net-worth families should care less about what they own and more about how it is held.
February 28, 2026
Private placement insurance, in plain English.
What PPLI is, who it serves, and why most advisors do not work in this space.
January 15, 2026
The thirty-year horizon.
On the discipline of designing structures that will outlast the people who commission them.
November 4, 2025
On concentrated positions.
A note for founders and executives whose net worth lives inside a single ticker.
September 20, 2025
What we decline.
A short list of mandates this practice does not take.
July 8, 2025
Notes for the referring professional.
What an estate attorney or CPA can expect when a client is introduced to this practice.
A conversation is the right first step.
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