Crown

Crown Global Insurance Group LLC provides investment-enhancement products and services for institutional investors, investment managers, and high-net-worth individuals. The firm was co-founded in 1998 by Chairman and CEO Perry Lerner, who previously worked as a tax partner and an attorney advisor in the U.S. Treasury Department's Office of International Tax Counsel. Co-founder Christopher Calise serves as President and CFO.

The company offers custom-tailored, private placement life insurance and variable annuity solutions that enable clients to enhance returns on alternative assets such as hedge funds and private equity. These products are structured to be compliant with both U.S. and non-U.S. regulations. For non-U.S. institutions, the firm provides strategies to block certain U.S. taxes on their investments. Crown Global operates an open-architecture platform, giving clients access to a wide array of onshore and offshore investments and insurance-dedicated strategies. Its business model focuses on a separate account platform where the investment risk is borne by the policyholder, while the company minimizes its retained mortality risk through reinsurance. The firm generates revenue through fees and has seen significant growth by expanding its focus from individuals to institutional clients.

Headquartered in Delaware, Crown Global has offices in Miami, the Cayman Islands, Bermuda, and Zurich, allowing it to operate on a global scale. The company and its subsidiaries are licensed as long-term insurers, underwriting and selling variable life and annuity policies.

Keywords: private placement life insurance, PPLI, variable annuities, wealth management, high-net-worth individuals, institutional investors, asset protection, estate planning, tax-efficient solutions, alternative investments, investment enhancement, financial planning, offshore investments, separate account platform, capital management, family offices, asset preservation, U.S. nexus planning, pre-immigration planning, executive benefits