Events, News & Publications

Château d’Hauteville, Switzerland
19-23 October 2026
Crown Global is pleased to participate in Pepperdine University’s Global Family Office Summit 2026.
Riccardo Gambineri will represent Crown Global and speak on the panel “The History and Evolution of Insurance” on Monday, October 19. The discussion will trace the development of life insurance and explore the evolution of PPLI and PPVA, insurance-dedicated funds, relevant regulatory and compliance considerations, and the role of insurance within advanced wealth planning.
The five-day summit will bring together business families and professionals to explore wealth stewardship, family governance, succession, philanthropy and the creation of enduring multigenerational legacies. Link to Register

Yale Club of New York City
16 September 2026, 5:00–7:30 p.m.
Crown Global is proud to sponsor Spearhead’s 2nd Annual “Back to School” PPLI & PPVA Networking Event.
Riccardo Gambineri will attend on behalf of Crown Global, joining professionals from across the PPLI and PPVA ecosystem for an evening of networking and industry conversation.
For further information and registration details, please contact marketing@spearheadadmin.com.

Hotel Glockenhof Zurich, Sihlstrasse 31, 8001 Zürich, Switzerland
Crown Global is proud to be presenting at this STEP Zurich event, where Laura Nanette Gambineri-Giese will join Gregory Walsh, Partner at Spencer West Switzerland, for a practical discussion on the role of PPLI in cross-border wealth planning.
The session will explore key structuring considerations, legal, banking and investment perspectives, and practical challenges in U.S.- and U.K.-connected cases—including where PPLI can add value within a coordinated advisory approach and where its limitations must be clearly understood. Link to Register

Katten, 50 Rockefeller Plaza, New York, NY 10020
Crown Global is proud to sponsor and participate in Katten’s 14th Annual Tax-Efficient Investing Forum.
Crown Global is proud to sponsor Katten’s 14th Annual Tax-Efficient Investing Forum. Riccardo Gambineri will attend the forum on behalf of Crown Global, joining legal, investment and insurance professionals for discussions on tax-efficient investing and wealth planning.
The event will explore current developments in tax-efficient investing, alternative investment strategies, insurance-dedicated funds, asset location and sophisticated wealth-planning structures.

Sundance Resort, 8841 Alpine Loop Scenic Byway, Sundance, United States
6-9 August 2026
Crown is proud to have Riccardo Gambineri speak on the topic "PPLI Unlocked: PPLI in Practice: Structure, Strategy, and Pitfalls.

STEP Los Angeles
1-2 June, 2026
Terranea Resort, 100 Terranea Way, Rancho Palos Verdes, CA 90275
Crown is honored and proud to be a Diamond Sponsor of this event. Link to the Forum

May 12-13, 2026
Manhattan Beach, CA, USA
Crown is honored to be a Sponsor of this event. We're proud to have two of our leaders—our CEO Perry Lerner and Damien Rios —contributing to a selective session: Pre-Immigration Structuring for Hong Kong UHNW: Trusts, PPLI, and the California Tax Shock. Link to the Forum

Hotel Chicago Downtown, Chicago, USA
Crown is honored to be a Gold Sponsor of this event. We're proud to have three of our leaders—our CEO Perry Lerner, Riccardo Gambineri, and Laura Gambineri-Giese —contributing to the conversation across three separate sessions and panels. Learn More

13-14 May 2025

Manhattan Beach, CA, USA

Crown Global is proud to sponsor this event, where our own Riccardo Gambineri will be sharing his insights as one of the featured speakers.

Author: Riccardo Gambineri

There is a significant mismatch between the value of U.S. equities held by foreign investors and U.S. estate tax returns filed for foreign estates, which could signal an unpleasant surprise for the executors of those estates … Read More

With a Financial Strength Rating of A- (Excellent), Crown Global’s U.S.-Based Business is in Top Quartile of All U.S. Life Insurers by 2020 Admitted Assets ... Read More

Wilmington, DE – August 25, 2020 – Crown Global Insurance Group LLC announced today that Damien Rios has assumed the roles of Senior Vice President and General Counsel at the firm. … Read More