SPECIALIST PPLI ADVISORY
We extend the capabilities of elite advisory practices.
IIIIA is the specialist infrastructure that allows serious advisors to bring Private Placement Life Insurance to their most complex clients – with institutional rigour, carrier access, and complete confidentiality.
25+
Years Specialist Experience
$3M
40+
Institutional Carrier Relationships
15+
Jurisdictions Covered
Who We Work With
The specialist intermediary your HNWI clients need - and your practice deserves
IFAs and family offices engage IIIIA when a client’s complexity exceeds what generalist intermediaries can deliver. We do not compete with your practice. We extend it – providing carrier access, structuring expertise, and the institutional credibility that closes conversations at the $5M+ portfolio level
Our research into advisor practice economics – drawing on McKinsey’s global wealth management dataset – shows exactly why HNWI relationships require a different model. We have built ours around that insight
01
Grow Your Practice
Expand what you can offer international HNWI clients – PPLI, estate planning, alternative investments, private banking – without building the infrastructure yourself. We provide the specialist depth, you maintain the relationship
02
Protect Your Time
Complex cross-border cases demand significant operational work. Our experienced, dedicated back-office team handles the administrative and due-diligence burden so you can focus on your clients, not their paperwork
03
Serve Clients at the Highest Level
HNWI clients know when they are receiving genuinely specialist advice. Access to institutional-grade structures and products means you can serve them with the depth and discretion they expect – and that keeps them with you
04
Do What You Do Best
Your value to clients is the relationship, the judgement, and the trust built over years. We handle the specialist structuring, carrier relationships, and compliance complexity. You spend your time where it matters most
From Our Research
“The advisors managing the most HNWI relationships are not those with the most experience — they are those who stopped diluting their practice with smaller clients.”
IIIIA Research – The 5% Who Matter
WHO WE ARE
The Team Behind Your Most Complex Deals
IIIIA is a ten-person specialist firm led by former advisor Alan McGregor – 25+ years in financial services, 40+ carrier relationships, 15+ jurisdictions. We handle every detail of PPLI and offshore case design, so you never have to. Your client stays yours. The complexity is ours.