Scheduler Your Free Strategy Call on the next step to learn more about
Access the tools used by the vast majority of high net worth families. For owners of a successful business, you can't afford NOT to have one.
Anyone who wants to:
*Usual disclaimer: I am not a tax professional or attorney; we formally recommend you seek qualified and licensed counsel for advice on these issues. Actual savings depends on your circumstances and can vary widely, but you'll know up front and quickly if this is right for you, prior to making a financial commitment. For those buying a business, this may help you reduce seller taxes and thus better structure seller financing for earn-out holdbacks during the owner's sunset vesting to consulting. For more information about creative business financing structure, talk to Roger. For SAAS pros with pre-IPO stock options, note that significant tax implications can prevent you from exercising your grants, and a carefully structured trust may be able to help with that.
Almost done - please click the email we sent you to confirm your identity. Emails can take up to 6 minutes to arrive, and if you do not see it, please check your spam or trash.
Need to verify on some other device? Please enter the code we have emailed you.