Thomas F. Wiese, former Executive Managing Director at Lombard, Joins Crown Global as President of Institutional Solutions

NEW YORK – October 4, 2021 – Crown Global Insurance Group, a leading provider of private placement life insurance and annuities for ultra-high net worth individuals and institutional investors, announced today that Thomas F. Wiese, who previously served as Executive Managing Director at Lombard International, has joined Crown as President of Institutional Solutions.

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From Bloomberg Daily Tax Report International: INSIGHT: The Often Unknown Tax Liability Facing Foreign Investors in U.S. Equities

Directly investing in U.S.-situs assets such as U.S.-Equities as a non-U.S. investor creates potential U.S. estate tax liabilities. Specific structuring options like PPLI can reduce this liability. Among several other benefits, PPLI may be a reliable option for mitigating income and estate tax liabilities and, if correctly structured, may provide comparable benefits in the investor’s home country, too.

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Crown Global's Riccardo Gambineri to speak at the US/UK Tax Planning, New York 2018 Conference on May 8th.

On May 8th, Crown Global's Riccardo Gambineri will be addressing the attendees of the US/UK Tax Planning Conference in New York City. Riccardo will be discussing how a dual-compliant life insurance policy can maximize tax-efficiency, while also offering access to non-US investment funds and tax-deferred compounding of investment gains for US citizens living in the UK. Crown Global's clients and colleagues can enjoy a 30% discount by using the VIP code FKW53644CGI.