Private Placement solution Services
More clarity. More control.
Family Offices
Individuals
RIA’s
Fund Managers
Comprehensive support for financial professionals –
providing all you need to deliver compliant
solutions without sharing your client.
deep ppli experience
$1.8b
Assets under administration
98%
AUA in PPLI + PPVA
50+
Curated manager relationships and investment options
The MAS Advantage
Open Architecture Platform
Our full service team is
made up of industry specialists with over 25 years of experience.
We leverage our long-standing relationships with major carriers and asset managers without exclusive partnerships.
More Access. More insight.
More value. Delivered.
Who We Serve
We provide design and support complex PPLI solutions to the high net worth market who are looking to protect and manage separate account assets.
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For Family Offices
Read more: For Family OfficesEstate planning alternatives can be challenging to manage without straining resources. We can be the back-office that empowers you to manage your clients’ assets.
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For Fund Managers
Read more: For Fund ManagersDiversify your client base through compliant, tax-efficient variable life and annuity structures.
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For Individual Investors
Read more: For Individual InvestorsPPLI offers a flexible and transparent tool for clients seeking customized tax-efficient investment outcomes and enhanced wealth transfer planning.
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For Registered Investment Advisors
Read more: For Registered Investment AdvisorsEnhance your estate and tax planning offerings with the help of a partner that puts your clients first while maintaining control of their assets.
We can help navigate alternative asset space for balanced growth and liquidity.
Genuine transparency and support
We aim to make the difficult, siloed process of private placement products into a seamless experience for fellow advisors.