Protect your Assets. Optimize your Tax Profile
Protect your Assets. Optimize your Tax Profile
Brandon Avergon is a Chartered Alternative Investment Analyst (CAIA) that has spent over a decade serving High Net Worth and Ultra High Net Worth Individuals and families in investment and financial planning services.
He began his career analyzing private alternative investments and structuring portfolios for institutional and private wealth investors. Mr. Avergon was achieving the desired returns from private alternative investments but also observing the tax consequences of tax-inefficient investments. Mr. Avergon became intrigued by tax optimization strategies to decrease the ‘drag’ on his clients’ returns.
In 2015, he met Alan Eber and began developing his expertise in asset protection, tax optimization, and, more specifically, PPLI and PPVA. Working with Alan, he consults at the intersection of advanced wealth planning structures and the tax-advantaged private investments inside those structures.
Mr. Avergon’s focus is to counsel individuals, families, and entities regarding domestic and international tax planning and wealth and risk management. He carefully integrates tax management and compliance, estate planning and investment matters, offshore jurisdictions,
and wealth and asset protection to create a comprehensive plan to address the needs of his clients.
Mr. Avergon is known for his ability to analyze complex issues and develop pragmatic solutions. He lives with his wife in the Boston area and enjoys spending time outdoors and charitable work with local organizations, including the Boys and Girls Clubs of America.
Alan R. Eber is the original author of “Asset Protection Strategies” and author of “Private Placement Life Insurance Diagramed and Explained”
He received his Juris Doctorate in 1968, his Master of Law in Taxation (LL.M.) from New York University, and studied international taxation at the University of Brussels.
For over 40 years, Mr. Eber practiced law in the field of asset protection, tax protection, and wealth strategies. He is a pioneer in the integration of complex asset protective trusts with Private Placement Life Insurance (“PPLI”), Private Placement Variable Annuity (“PPVA”), and Captive Insurance.
Mr. Eber is a nationally recognized authority on using offshore trusts and estate planning strategies for wealth preservation and succession planning. He serves as a trusted consultant to high-net-worth individuals and families.
Mr. Eber distinguishes himself from many peers in that his estate planning recommendations are integrated with asset protection and tax objectives. By educating his clients on the tax benefits available with trusts and other private insurance vehicles, his clients achieve both tax savings and wealth preservation. Such benefits include protection from divorce, creditors, or litigation exposure and the maximization of wealth passed to heirs upon a generational transfer.
Mr. Eber’s books on basic asset protection, family limited partnerships, and offshore planning were adopted by the Education Foundation of California Society of Certified Public Accountants (“Foundation”) and the American Institute of Certified Public Accountants (AICPA) for use in California and throughout the United States for professional education classes.
You can read more about Alan’s work and services at PPLICounsel.com. He can also be reached by email at: AlanEber@AssetProtectionLaw.com.
This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. We are not a law firm or a substitute for a law firm or an attorney. We do not provide legal advice of any kind or legal strategies, opinions or rights. Private Placement Life Insurance and Annuities are unregistered products and are not subject to the same regulatory requirements as registered products. As such, Private Placement Life Insurance and Annuities can only be offered to accredited investors or qualified purchasers as described by the Securities Act of 1933.
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