Will the Fed raise interest rates in 2026? We put the odds of an FOMC rate hike before year-end 2026 at 55–65%. Here is our read on the Fed's next move — and what it means for HNW portfolios.

Discover how ultra-high-net-worth families use captive insurance companies for risk management, asset protection, tax optimization, and multi-generational wealth planning. Learn how Christie Cox structures compliant, sophisticated captive strategies.

A strategic perspective on wealth preservation for high-net-worth investors. Discover how real assets enhance portfolio resilience. Private advisory.

Private Placement Life Insurance (PPLI) offers UHNW families tax-efficient investment growth, asset protection, and estate planning advantages. Learn how PPLI works, when it makes sense, and why it’s a powerful tool for long-term wealth preservation.

Learn how Grantor Retained Annuity Trusts (GRATs) work, their tax benefits, risks, and when high-net-worth families should use them for effective wealth transfer.

Learn key asset protection strategies for high-net-worth individuals, from trusts and exemptions to insurance and gifting — to safeguard wealth against lawsuits.

At Christie Cox, we specialize in designing customized retirement and wealth preservation strategies for affluent individuals and families. With decades of expertise, we help you optimize investments, minimize taxes, and protect your legacy.

Learn how high-net-worth investors can use the Backdoor Roth IRA while avoiding the costly pitfalls of the IRS Aggregation / Pro-Rata Rule.

For high-net-worth investors, Environmental, Social, and Governance (ESG) factors are more than a moral checkbox—they’re a strategic filter.

Staying passive is not an option during times of economic strain. Strategic, active planning—not panic—is the key to wealth preservation.