Keep the strategy. Change the structure.
For families with $10M or more invested, a private structure, built on rules that have been in the tax code for decades, can let the same portfolio compound without interruption, stay within reach, and go to your family free of income tax.
No yearly tax bill on growth
Gains, dividends and interest stay invested instead of going to taxes each year. Your manager can buy and sell inside it without triggering a tax bill.
Money you can reach
Access the value through loans and withdrawals, on your timeline.
More for the family
What remains passes to your heirs free of income tax. Set up the right way, it isn't counted toward estate tax either.
$10M at 6.5% a year, after 40 years.
The only difference is where the tax lands.
Built for a specific kind of money.
Below $10M? Ask anyway. Some cases still make sense.
Request a private call.
The full briefing is open to read anytime. When you’d like to talk through your own numbers, tell us a little about the money and we’ll set up a call.