Private Placement Life Insurance (PPLI) in Cross-Border Planning: Structuring Considerations and Practical Insights

SPEAKER
Laura Nanette Gambineri-Giese, LL.M. TEP, Vice President at Crown Global Life Insurance
Gregory Walsh, Partner at Spencer West

MODERATOR
Marlon Jegi , Executive Director of Sophos Advisors GmbH

TOPIC
Private Placement Life Insurance (PPLI) in Cross-Border Planning: Structuring Considerations and Practical Insights 

• The role of PPLI within broader cross-border wealth structuring, including in U.S. and U.K.-connected planning scenarios
• How legal, banking, and investment perspectives shape the design and implementation of PPLI structures across jurisdictions
• Key structuring considerations, including ownership, control, and coordination with existing frameworks such as trusts
• Practical challenges and common pitfalls observed in cross-border cases, particularly in U.S. and U.K. contexts
• When PPLI can add value within an aligned advisory approach — and where its limitations should be clearly understood

SPEAKER CV
LAURA N. GAMBINERI-GIESE specializes in private placement life insurance (PPLI) and cross-border wealth structuring, with a focus on U.S. and U.K.-connected clients. At Crown Global, she represents the insurer and works alongside advisors and their clients to design compliant, insurance-based structures within estate and succession planning frameworks.
Her work ensures that structures are not only technically robust, but also aligned with long-term intent and generational continuity.
She holds an LL.M. with Distinction in International Banking and Finance Law from the University of Liverpool and is a STEP-qualified Trust and Estate Practitioner (TEP).

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