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Loren Wengerd

Integrity IDF Team

Loren Wengerd

Managing Director

Managing Director – Family Office, Business Succession/Exit Planning (Integrity IDF)

Loren Wengerd received a BA from Yale University in 2001. He holds a Series 65 securities license. Loren's underlying driving force as a licensed financial advisor is in helping business families and family offices navigate through seasons of growth and wealth accumulation to accomplish effective stewardship, philanthropy, and generational wealth transfer. An educator at heart, Loren not only enjoys engaging in the execution of well-designed holistic financial planning, but also the process of ensuring his clients gain a deeper understanding behind recommendations and strategies.

In addition, Loren's passion extends well beyond advising a single generation, nurturing communication and trust that extends inter-generationally, helping families craft a vision for perpetuity to the fourth generation and beyond. His background as a business owner and participant in his family's real estate and investment activities provides firsthand knowledge and experience that proves invaluable in helping families discern optimal approaches that advance short, medium, and long-term goals.

Outside of Integrity, Loren lives with his wife and children in Jackson Hole, Wyoming, where they enjoy spending as much time as possible outdoors in all seasons, from summer hiking and campfires to skiing and other winter snow sports.

Disclosures and Important Considerations

  1. This material is provided for informational and educational purposes only and should not be construed as legal, tax, investment, or accounting advice. You should consult your own qualified advisors regarding your specific situation. The authors and affiliated entities are not engaged in rendering legal, tax, or actuarial services.
  2. This material does not constitute an offer to sell or the solicitation of an offer to purchase any security, investment product, or insurance policy. Any such offer may only be made through formal offering documents and in accordance with applicable law.
  3. Certain strategies and structures discussed herein, including private placement life insurance (PPLI), private placement variable annuities (PPVA), and insurance-dedicated funds (IDFs), are intended only for qualified purchasers, accredited investors, or insurance company separate accounts, as defined under applicable securities laws.
  4. Tax treatment depends on proper structuring, ongoing compliance, and current law, all of which are subject to change. Policy design, ownership structure, jurisdiction, and ongoing administration may materially impact outcomes. Policy loans, withdrawals, and trust ownership arrangements may affect tax results and should be reviewed with qualified advisors.
  5. Private placement life insurance (PPLI) and private placement variable annuities (PPVA) are complex, long-term insurance products that combine insurance coverage with investment options. Policy values will fluctuate based on investment performance, fees, and charges. Loans and withdrawals may reduce policy value and death benefits and may have tax consequences if not properly structured. Life insurance policies are subject to underwriting, carrier approval, and ongoing policy requirements, and if a policy lapses, is surrendered, or fails to meet applicable tax law requirements, adverse tax consequences may result.
  6. Any financial illustrations, projections, or hypothetical examples are for informational purposes only and are not intended to predict or project actual results. These examples are based on assumptions that may not reflect actual market conditions or client experience. Actual results will vary and are not guaranteed.
  7. References to historical performance, target returns, or asset class characteristics are provided for general informational purposes only and are not indicative of future results. Target returns are hypothetical in nature, are not guarantees, and may not be achieved. Investments involve risk, including the possible loss of principal.
  8. Investments in private markets, including private equity and fund-of-funds structures, are speculative, involve a high degree of risk, and are subject to limited liquidity. Such investments may involve multiple layers of fees and expenses, use of leverage, and exposure to underlying managers whose strategies may be complex and difficult to evaluate.
  9. Fees, expenses, and charges at both the insurance policy level and underlying investment level may reduce overall returns. Certain illustrations may not reflect all fees, including insurance-related charges, advisory fees, or underlying manager expenses. Tax laws, regulations, and interpretations may change and could impact the comparative results or benefits described herein.
  10. No representation or warranty is made as to the accuracy or completeness of the information contained herein. All statements and opinions are subject to change without notice and are not guaranteed. Investment decisions should be based on an individual’s specific objectives, time horizon, and risk tolerance. Diversification does not ensure a profit or protect against loss. Any investment decision should be made only after reviewing the applicable offering memorandum and related documents.