Tax-efficient solutions for the sophisticated investor.
An advisory firm for business owners and executives navigating liquidity events, generational transition, and the strategic deployment of material wealth.
Gideon defeated an army of thousands with three hundred. Not through scale. Through precision, discipline, and the courage to outthink a larger opponent.
Gideon Primary Wealth
Optimization Verticals
Three integrated disciplines, each engineered to compound after-tax wealth across generations.
Each vertical is purpose-built, to address limitations inherent in conventional portfolio construction: to remove friction, reduce income tax drag, improve structure, and increase access to a wider range of investment options.
Private Placement Life Insurance
PPLI is a highly efficient tax wrapper for Qualified Purchasers. Investments compound income-tax-free inside an institutional insurance chassis, then transfer estate-tax-free across generations. Gideon sources institutional life insurance company pricing not typically available through retail channels.
- Tax-deferred compounding on all asset classes
- Institutional life insurance company access & competitive COI
- Statutory asset protection in favorable jurisdictions
- Seamless integration with Dynasty Trust structures
Institutional Alternative Investments
Gideon opens institutional investment mandates, private equity, private credit, hedge strategies, and real assets, to qualified clients. Held inside a PPLI structure, these assets compound without annual tax events, materially improving realized net returns.
- Private equity & co-investment alongside top GPs
- Private credit yielding 9–13% net of fees
- Hedge fund multi-strategy with daily liquidity
- Real assets: infrastructure, farmland, energy royalties
Advanced Tax Efficiency & Estate Design
Proactive tax engineering across income, capital gains, and transfer taxes. Gideon's tax team architects multi-generational structures, ILITs, SLATs, GRATs, QPRTs, and Dynasty Trusts, coordinated with investment strategy to minimize every layer of tax exposure.
- Optimal asset location across taxable & tax-exempt accounts
- Charitable strategies: CRTs, CLTs, and DAFs
- Liquidity event planning pre- and post-transaction
- Estate freeze techniques for appreciating assets
The Full Service Offering
From individual wealth planning to corporate benefit programs, a complete advisory practice under one roof.
Latest Perspectives
Market commentary and investment insights from the team.
Why High-Net-Worth Investors Choose PPLI
Private Placement Life Insurance (PPLI) is recognized as one of the most powerful wealth preservation tools available to accredited investors and qualified purchasers. Unlike traditional retail life insurance, PPLI is a customizable, transparent structure designed specifically to house highly tax-inefficient alternative investments.
By wrapping investments like hedge funds and private credit within a PPLI policy, investors eliminate annual K-1 tax drag, allowing capital to compound tax-free. Furthermore, when structured properly within an irrevocable trust, the death benefit passes to heirs entirely free of income and estate taxes. Gideon Strategic Partners is at the forefront of designing and implementing these sophisticated structures, working with clients across Los Angeles, New York, Miami, Baltimore, and nationwide.