Private Leverage
Leverage structures that protect and grow what you've already built, and turn a fraction of it into income the IRS was never designed to touch.
*Based on current IRC provisions. Individual results vary.
You broke the script.
Other people's capital does the heavy lifting.
The structure grows untaxed.
What you built outlasts you.
The Access
Most people at your level never hear about it. Not because it's hidden. Because nobody thought to show them.
See how the structure works →Private Capital · $20M and up
For ultra-high-net-worth families there is a different way to fund the structure. Private capital funds it, so you are not the one writing the check, and nothing is added as debt on your balance sheet.
We put your balance sheet to work instead. Minimum $20M net worth. Shared in conversation only.
Ask about private funding →Who Qualifies
Ultra-High-Net-Worth Families
$20M and up. Private capital funds it, with no check from you and no new debt.
Institutions
Universities and nonprofits that want to recruit, retain and reward top leadership.
Legacy Builders
People who believe in using OPM to build a trust-fund-style legacy.
The Untaxables Architecture™
Built around you, not around what's easiest to sell.
Understand the full structure →Qualification
$5M+ net worth or $500K+ income. $20M+ opens private funding.
Funding Design
A lender or private capital, whichever fits you better. Direct access to major carriers.
Conservative Engineering
Built to conservative floors and stress-tested.
Untaxable Distribution
Distributions designed to stay outside taxable income under current IRC provisions.
Everyone's truth is dependent on
how many questions they are willing to ask.
— The Untaxables
Limited Access
Every application is reviewed personally. No sales call. Just a direct conversation about whether it fits.
Apply for AccessApplications reviewed within 48 hours.