New Opportunities for Institutional Investing

Our Global Institutions practice provides investment managers and their institutional client base (both domestic and non-U.S.) with unique, tax-efficient structures to access U.S. private markets. 

We Customize Solutions for Asset Managers and Asset Allocators:

  • Investment Managers and Fund Sponsors
  • Private Banks
  • Institutional Organizations (domestic and non-U.S.)
    • Tax-exempt organizations/charities
    • Foundations
    • Endowment funds
    • Charitable trusts
    • Pension plans (public and private)
    • Sovereign Wealth Funds
Misty Forest
Traversing a Suspension Bridge

Annuity-based solutions

Group Variable Annuities (GVA) can provide key benefits to institutional investors (both domestic and non-U.S.), including tax deferral, asset protection, reduced administrative complexity and costs, and access to a wide range of alternative investment managers.

Institutional investors also utilize GVA for consolidated reporting, unlimited contributions, institutional pricing, and regulatory compliance.

Life Insurance-Based Solutions

Corporate-owned life insurance (COLI), bank-owned life insurance (BOLI), and insurance company-owned life insurance (ICOLI) can provide benefits to institutions to minimize tax burdens, generate tax-advantaged returns and offset the costs associated with employee benefits. In addition to favorable tax treatment, there may also be favorable balance sheet/capital treatment for certain institutions.

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