Insurance - The Investment Vehicle

Perry Lerner is the co-founder of Crown Global and is focused on the company’s strategic planning, product development and institutional relationships. Prior to founding Crown Global, Mr. Lerner was a managing director of CPW Capital, LLC and Crown Capital Group, LLC, private equity investment firms. He was also one of the founding members of Fresh Direct, LLC. Before that, Mr. Lerner was a leading tax partner at O’Melveny & Myers LP in New York, London and Los Angeles. He is a member of STEP and has many years of experience advising high net worth families and businesses on international tax planning matters. Mr. Lerner also worked as attorney advisor in the Office of International Tax Counsel of the U.S. Treasury Department.

Mr. Lerner is a member of the Board of Visitors and Governors of St. Johns College (Annapolis and Santa Fe); Board of Trustees Claremont McKenna College, and Director of Boss Holdings, Inc. Mr. Lerner received his Bachelor of Arts degree from Claremont McKenna College and his JD from Harvard Law School.

In 2014, Rick became the founding Chair of TIGER 21 Chicago, and served as its Chair for nearly six years. TIGER 21 is a peer-to-peer learning forum for individuals with significant assets (tiger21.com). Twelve years prior to assuming this position, he served as a planning resource for TIGER 21 members, presenting to TIGER 21 groups on various Legacy Strategies and helping them to envision the impact of their wealth beyond their lifetimes.

Beginning in 2002, when TIGER 21 had just eighteen members (today 750+), Rick became a resource for members, assisting them with Maximizing the Meaning and Impact of Family Wealth. He founded Legacy Resources, LLC, in 1996, and functions as a Legacy StrategistTM and Financial Planner Registrant, CFP®, to empower people to gain clarity about the meaning, purpose and impact of their wealth. Since then, Legacy Resources, LLC, has assisted more than 100 domestic and offshore families in defining the destination or purpose for their wealth, helping them translate what they define into a design for their estate, and into a plan and a path toward a sustainable family legacy.

Living in Europe for more than six years greatly influenced both his personal life and his professional life. While working as a tour guide in Austria, Hungary and the Balkan countries, he witnessed the profound impact of opening tourists' eyes to the legends and lore, people and culture in ways they would not have seen on their own. Upon his return to the U.S., this influenced the reflective process he incorporated into the exercise of defining goals and objectives, and ultimately, the purpose of his clients' wealth. Now, instead of tours of great cities, cathedrals and palaces, he takes clients on a journey of the heart, reflecting with them on the arc of their lives and the shaping forces that have made them who they are. Through the legacy clues they uncover, he helps clients to imagine a better future for themselves, their families, and generations yet unborn. His mission? To assist clients in creating a larger future, so they can live a larger life.

In his free time, Rick loves to travel and spend time practicing reading and speaking German.

Henry Bregstein is chair of Katten's Alternative Products practice. He combines a great sense of business practicality with an innovative legal mindset in his practice advising varied market participants on business structuring, financial product engineering and regulatory compliance. He is recognized as a leading adviser to investment managers and funds of all kinds, as well as to investors in and to creators and distributors of alternative investments.

John C. McLeod is the President and CEO of Global Fiduciary Partner Alliance Limited. John began his career in the trust and financial sector with firms such as the Royal Bank of Canada International Wealth Management group where he was the Vice President and global head of sales for global private banking and the Forvest Group headquartered in Switzerland, where he was the President and CEO of Eticas International and a member of the global executive committee. John has devoted his career advising wealthy individuals, families and professional advisors on matters relating to asset protection, trusts & foundations, investment strategies, insurance solutions, income tax, philanthropy, business and financial succession planning and multi-generational governance.