For Single & Multi-Family Offices
A family office holds the relationship, the mandate, and the long-term view — but rarely the bandwidth to run an eight-to-ten-party PPLI implementation against a sequenced timeline. Integrity is the outsourced coordinator who turns a stalled idea into a placed, governed policy, additive to your existing team.
Why it stalls inside a family office
Most sophisticated family offices understand PPLI's economics. What stalls implementation is the absence of a single accountable point of contact managing the carrier, the estate attorney, the CPA, the IDF manager, and the trust company against a careful sequence.
PPLI doesn't stall because the economics are wrong. It stalls because no one owns the execution — and inside a busy office, that owner rarely exists.
Additive, not competitive
You keep the relationship
The Coordinator interfaces with the specialist layer; the family communicates exclusively through your office.
We own the timeline
Every deliverable, professional handoff, and decision point tracked from inception through ongoing governance.
Flat-fee fiduciary
Independent of carrier or other commissions — neutral coordination with no incentive to steer the structure.
Liquidity coordination
We sequence premium flows — ownership entity → policy → IRC §817(h) IDFs — so your office plans liquidity with certainty.
The broader benefit
The coordination process naturally exposes gaps in the family's advisory team and creates the moment to fill them — leaving a more cohesive circle of advisors aligned around the family's estate and trust planning in ways that outlast any single policy.
Bring us a structure your office wants to implement but hasn't had the bandwidth to drive. We'll scope the team and timeline and stay accountable for delivery — behind your existing relationships.
Other advisor streams