By Invitation Only
Produced for
Industry Professionals,
Executives,
Family Offices,
Analysts,
& Entrepreneurs
Test Your Knowledge
Attend the event and connect with the Respada community, family office leaders, legal authorities, and insurance innovators to explore the latest PPLI, PPVA, and IDF strategies for tax optimization, privacy, and legacy planning.
Moderator
Henry Bregstein
Henry Bregstein, Chair of Katten’s Alternative Products practice, is a nationally recognized authority on advanced insurance structures and tax-efficient wealth solutions. With over two decades of pioneering work in privately placed life insurance (PPLI), variable annuities (PPVA), and insurance-dedicated funds (IDFs), he has shaped industry standards for family offices, insurers, and asset managers.
A trailblazer in legal and structural innovation, Bregstein holds patents for multilevel leverage account architectures and tax-deferred fund frameworks integrating variable annuities with hedge fund strategies. His practice uniquely bridges securities law, insurance regulation, and cross-border tax optimization, earning recognition from The Legal 500 United States for "developing unique strategies and creative solutions for complex projects."
Notable contributions include advising on:
- IDF diversification compliance and asset control doctrines
- PPLI/PPVA policy structuring for ultra-high-net-worth families
- Blockchain integration with insurance-dedicated portfolios
Bregstein regularly moderates industry forums, including the 2024 PPLI Symposium and the Institutional Investor Insurance Summit, where he addresses evolving regulatory landscapes and investor-centric solutions. His insights are sought by global financial institutions, sovereign wealth funds, and family offices navigating the intersection of legacy planning and alternative asset innovation.