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Author Archives: Guest Contributor, Grayson Dufrene

About Guest Contributor, Grayson Dufrene

Grayson Dufrene, CLU, ChFC, TEP, Managing Director at Vie International for the last 10 years. Grayson has over 20 years’ experience working with international clients on cross-border and wealth planning. Vie International is a leader in the design and implementation of offshore Private Placement insurance products for use in solving a number of complex planning strategies. They work closely with the tax advisors and trustees of the ultra affluent to manage accumulation problems for foreign non-­grantor trusts with US beneficiaries and to re-­‐position investment portfolios for persons who plan to move temporarily or immigrate permanently to the US. Vie’s advisors have a wealth of experience working with clients and their investment managers to structure non-US investment portfolios within Private Placement Insurance Contracts. Vie International can act as an intermediary between the policyholder and the investment manager to assist with compliance issues as they relate to the Diversification and Investor Control Doctrine requirements of the Code.

Pre-Immigration Planning – Private Placement Insurance Products 

Today’s guest post is written by Grayson Dufrene, CLU, ChFC, TEP, Managing Director at Vie International for the last 10 years. Grayson has over 20 years’ experience working with international clients on their cross-border and wealth planning needs. Private Placement Life Insurance Products PPLI and PPVA are US compliant insurance products available to “qualified purchasers” […]

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