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

10/4/2021

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.

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

9/24/2019

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.

The Tax Efficiency Strategy for Tax-Exempts to Address UBTI

12/4/2017

Visa Pains: Creating A US Taxable Estate By Accident

4/21/2016

Unconventional Wisdom: The Impending Death of Carried Interest

10/26/2015

Tax Court Applies Split-Dollar Regulations to “Welfare Benefit Plan” Participants

9/16/2015

Tax Court Clarifies Private Placement Investor Control Rules

7/7/2015

Barron’s Penta Daily explores tax-sheltered investing ideas for wealthy investors

5/5/2015

Deferred-Comp Ruling Boosts Insurer

6/25/2014

Managers, Investors Should Prepare Now For ‘Deferred Compensation Doomsday’

6/17/2014

Crown Global's Senior Vice President Gary Alexander featured in FINalternatives

Proposed Tax Reform Act Targets Hedge Fund Reinsurance Strategies

3/20/2014

Several high profile hedge funds have recently raised significant amounts of capital for offshore reinsurance companies, which invest in or along-side their principal investment strategies. Investing in a reinsurance affiliate of a hedge fund is an attractive proposition for both the fund and its investors.