Building Wealth as Resilient as the Rockies.
Where your financial ambitions meet our dedicated commitment.
About Silverheels Admin Services LLC
Silverheels Admin Services delivers an advanced, cost-effective investment platform tailored for Investment Managers. Our legacy, rooted deeply in financial industry expertise, has paved the way for a state-of-the-art platform, meticulously structured for both Private Placement Life Insurance (PPLI) and Private Placement Variable Annuity (PPVA) contracts. This enables Investment Managers to sculpt bespoke investment strategies for discerning clients.
Our streamlined services and cutting-edge platform facilitate the swift establishment and administration of Tax Efficient Funds (TEFs) and IDF investments. These investment frameworks empower managers to autonomously distribute investment products with tax efficiency throughout client portfolios. Our approach is fluid, whether through individualized relationships (SMAs) or consolidated within an insurance-dedicated fund (IDFs). We work hand in hand with managers, collaborating with clients on the comprehensive structural setup and managing the administration continuum — encompassing investment/redemptions, banking, accounting, and audit responsibilities.
Our adaptable platform fosters close-knit partnerships with Registered Investment Advisors, Asset Managers, Insurance Brokers, and Insurance Carriers. In concert, we craft tax-optimized strategies catering to the needs of high-net-worth individuals, pensions, endowments, and foundations.
Our Services
Silverheels Admin Services administers SMA and IDF structures through the largest onshore and offshore life insurance companies in the Private Placement Life Insurance marketplace.
Silverheels SMA Administration:
We work in tandem with our trusted affiliate Silverheels Partners, which stands at the forefront of administrating Separately Managed Accounts (SMAs) for distinguished PPLI and PPVA carriers.
Silverheels Admin Services ensures that our investment programs are always streamlined and efficient. While our partners dedicate their expertise to devising personalized investment strategies for discerning clients, we precisely manage the intricate administrative intricacies.
Our offerings don't just showcase our partners' unparalleled expertise and unique market insights; they're sculpted with an emphasis on tax efficiency. At Silverheels, we believe in maximizing every advantage to serve our clients.
Silverheels Tax Efficient Funds:
At Silverheels Tax Efficient Funds, we specialize in alleviating the tax implications commonly tied to alternative investments. Our curated funds cater specifically to investors leveraging insurance and variable annuity contracts.
Access our funds through esteemed insurance carriers and discover an array of structured offerings, including:
Private Placement Life Insurance (PPLI)
Private Placement Variable Annuities (PPVA)
Corporate Owned Life Insurance (COLI) & Insurance Owned Life Insurance (IOLI)
Crafted with precision, the Silverheels Tax Efficient Funds are multi-investor portfolios, optimized exclusively for incorporation within variable annuity and insurance contracts.
Management Team
Andrew Lerner
With an innate leadership aptitude and a rich tapestry of professional experiences, Andrew has consistently spearheaded pivotal initiatives across diverse sectors. As the former Chief Revenue Officer at 3ee Wave Technologies, he guided the firm to new heights, innovating interactive touchscreen solutions, mobile apps, and specialized SaaS offerings for the commercial real estate sector.
Andrew's entrepreneurial prowess is further highlighted as the co-founder of Darkhorse Wines and Jesse James Spirits. Yet, it is in the financial landscape where his leadership truly shines. Before diving into the beverage industry, Andrew co-founded 3 Arch Financial Services. Under his stewardship, it burgeoned into one of the US's preeminent bankruptcy and foreclosure services and administrators.
However, the cornerstone of Andrew's financial acumen was laid at Ernst & Young LLP's Real Estate Capital Markets Group. As a senior associate, he was instrumental in cultivating relationships with multifamily stakeholders. His leadership was central in driving private equity mobilization and orchestrating complex M&A advisory processes. His expertise in commercial loan securitization was also a testament to his depth of knowledge in the field.
Before his stint at Ernst & Young, Andrew honed his financial and leadership skills at Imperial Ventures, a respected venture capital firm in Menlo Park, CA, where he delved deep into investment strategies and financial modeling.
Andrew's commendable leadership trajectory is underpinned by his robust academic foundation—an MBA from the University of Southern California and a BA from the University of Denver.
Paul Padovani
Paul Padovani is a respected figure in the financial industry, with an extensive career that spans multiple prestigious firms and includes significant leadership roles. Mr. Padovani began his journey in the field by completing his Bachelor of Science degree in Business Economics, complemented by a minor in Finance from the State University of New York at Oneonta in 1994.
Following his graduation, Paul moved into the advisory sector of the financial industry, where he gained invaluable experience and insights. He has worked as a financial advisor at leading institutions such as Merrill Lynch, Wells Fargo Securities and Morgan Stanley. While at these institutions of investing, he demonstrated his leadership skills by managing a team of advisors, showcasing his ability to lead, inspire, and effectively coordinate a team of professionals while growing AUM. Paul specializes in alternative investments for High-Net-Worth individuals. His clients over the years span from the local families of business owners to Cy Young award winners and NFL Champions. He holds a series 65 along with a Life and Health license and is a licensed Mortgage Loan Officer.
In 2013, Paul decided to leverage his wealth of experience and deep understanding of the financial industry to establish his own Registered Investment Adviser firm. This move allowed him to put his expertise to use in a more personalized setting, offering clients his comprehensive knowledge and personalized attention.
Aside from managing accounts for families and individuals in a traditional sense, Paul Padovani's capabilities extend to more complex financial structures. He has been appointed manager of several Private Placement Variable Annuity (PPVA) and Private Placement Variable Universal Life (PPVUL) accounts. These accomplishments attest to his deep understanding of the financial market, strong leadership skills, and commitment to providing high-quality advisory services to his clients.