White Paper

White Paper

White Paper

The Strategic Alpha of IDF Structures

About the report:

As fiscal friction and changing regulations increasingly threaten wealth preservation, traditional taxable holding models are becoming a barrier to long-term performance. Insurance Dedicated Funds (IDF) have an institutional-grade structure designed to replace legacy tax drag with structural arbitrage. We analyze how moving assets into a tax-efficient environment addresses capital erosion, allowing for continuous reinvestment of returns.

Download the report to explore a tactical roadmap for deploying IDF strategies that maximize net-after-tax alpha.

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The content on this Site may not be copied, reproduced, republished, transferred, transmitted, displayed, distributed, or otherwise used in any form or by any means without the prior written consent of Altes Capital, LLC.

Altes provides this Site on an “as is” and “as available” basis without warranty of any kind. Altes, its affiliates, or its partners shall not be liable for any damages, liability, or loss related to your use of this Site or its content.

This site is intended for accredited investors only.

The information contained on this public website (the “Site”) is provided for informational purposes only and is not, and may not be relied on in any manner as, legal, business, tax, or investment advice.

This Site does not intend to provide a complete description of Altes’ investment services or investment programs.

The information on this Site, including any references to Altes’ funds or investment programs, is not an offer to sell or a solicitation of an offer to buy any securities, investment products, or services.

This Site contains proprietary information, graphics, and materials concerning Altes, its affiliates, and its investment programs.

Past performance is not indicative of future results. There is a risk of loss of capital.

© Copyright 2026 Altes Capital, LLC. All rights reserved.

The content on this Site may not be copied, reproduced, republished, transferred, transmitted, displayed, distributed, or otherwise used in any form or by any means without the prior written consent of Altes Capital, LLC.

Altes provides this Site on an “as is” and “as available” basis without warranty of any kind. Altes, its affiliates, or its partners shall not be liable for any damages, liability, or loss related to your use of this Site or its content.

This site is intended for accredited investors only.

The information contained on this public website (the “Site”) is provided for informational purposes only and is not, and may not be relied on in any manner as, legal, business, tax, or investment advice.

This Site does not intend to provide a complete description of Altes’ investment services or investment programs.

The information on this Site, including any references to Altes’ funds or investment programs, is not an offer to sell or a solicitation of an offer to buy any securities, investment products, or services.

This Site contains proprietary information, graphics, and materials concerning Altes, its affiliates, and its investment programs.

Past performance is not indicative of future results. There is a risk of loss of capital.

© Copyright 2026 Altes Capital, LLC. All rights reserved.

The content on this Site may not be copied, reproduced, republished, transferred, transmitted, displayed, distributed, or otherwise used in any form or by any means without the prior written consent of Altes Capital, LLC.

Altes provides this Site on an “as is” and “as available” basis without warranty of any kind. Altes, its affiliates, or its partners shall not be liable for any damages, liability, or loss related to your use of this Site or its content.