We have integrated our services with several financial advisory firms that were seeking to enhance their client offerings by exploring how trusts, nonprofits, and foundations can be integrated into their services.

The 3 primary goals expressed by financial advisory firms were:

1. Increase assets under management (AUM) per customer

2. Enhance value offered in order to increase client retention

3. Increase new lead flow by finding creative ways to advertise

These goals can be achieved by incorporating trusts and nonprofit structures, particularly for clients with significant taxable income (AGI), those facing large capital gains taxes from asset sales, or clients with sizable estates that could be subject to federal estate and gift taxes of 40% on amounts exceeding the gift tax limit.

For example, integrating trusts, nonprofits, and foundations allows your clients to start reallocating upwards of 30% of "otherwise taxable income" towards tax-free impact investing through the foundation - on an annual basis. Done annually, this reallocation can be significant, especially when you look at the compounding effect over several years. In addition, those asset grow tax-free, and a portion of the donated assets can be distributed in the form of grants and donations.

Furthermore, the integration helps you inspire clients to create a secondary bottom-line that focuses on impact and contribution in the world, creating a whole new environment that goes well beyond financial growth on their stock, year after year: we're entering the world of legacy preservation - something your client would love to protect and preserve.

This is just one example—clients can also donate assets before a major liquidity event, such as business shares, real estate, or stock and pay a flat-tax of 1.39% inside the foundation. They can completely circumvent capital gains tax, recaptured depreciation, probate costs, inheritance tax, and federal estate and gift tax limits and conditions as well - which are currently 40% of the excess over the gift tax limit.

Stand-out by solving BIG tax problems that are sure to arise one day or another - gain the first-mover advantage over competitors who are not solving some of the very problems they are, unknowingly creating.

We work closely with insurance agencies looking to add more value to their clients by integrating estate planning, trust structures, and private foundations into their services. Many high-net-worth clients face significant tax liabilities, particularly when it comes to passing on wealth through life insurance policies or other valuable assets. By structuring policies within the right entities, you can help your clients avoid future taxes while preserving their wealth.

For example, by placing life insurance policies within an irrevocable life insurance trust (ILIT) or within a private foundation, clients can remove the policy proceeds from their taxable estate. This helps them avoid federal estate taxes, which can be as high as 40%. Additionally, if a foundation is incorporated into their estate plan, the premiums paid into the policy may be viewed as charitable donations, providing an immediate tax deduction.

Furthermore, insurance policies can be structured within other entities like grantor trusts to ensure that any death benefits remain outside the taxable estate, protecting them from probate and estate tax exposure. This allows your clients to pass on their wealth more efficiently to heirs or charitable causes, without the burden of heavy taxation.

By offering these advanced strategies, you’re not just providing insurance coverage—you’re helping your clients preserve their legacy and reduce tax liabilities. And as their advisor, this opens up new opportunities for long-term client engagement and increased policy value management.

We collaborate with accounting firms to enhance their services by integrating trusts, nonprofits, and private foundation strategies into client tax planning. Many clients, especially high-net-worth individuals and business owners, face significant tax exposure due to large taxable income, capital gains, or sizable estates.

By incorporating charitable foundations and trusts into your advisory services, you can help clients reduce up to 30% of their annual adjusted gross income (AGI) and minimize taxes on capital gains, estate transfers, and asset sales. These charitable structures allow clients to redirect taxable income into tax-exempt investments, where the growth can be managed by your firm.

For clients facing large tax bills, the benefits of this strategy are substantial—and it creates more opportunities for you to manage those tax-exempt assets while offering cutting-edge tax reduction solutions.

We partner with real estate agencies to help them offer more comprehensive client solutions through trusts, nonprofit foundations, and charitable real estate strategies. Real estate transactions often involve large sums of capital and potential tax liabilities, especially for high-net-worth clients looking to sell investment properties or commercial holdings.

By incorporating charitable foundations or donor-advised funds into your services, you can help clients donate real estate before a sale, significantly reducing their capital gains tax. These assets can then be sold within a foundation, where only a nominal 1.39% tax is paid on the overall sale, and the proceeds can be reinvested in a tax-exempt environment. Not only does this increase client satisfaction by lowering tax burdens, but it also generates more high-value property transactions and leads for your agency.

We collaborate with legal firms across personal injury, divorce, and employment law sectors to expand their service offerings with trust and foundation strategies. Clients involved in settlements, inheritances, or substantial asset transfers often face significant tax exposure. By incorporating estate planning, charitable giving, and asset protection tools, you can offer your clients ways to mitigate tax burdens and protect their settlements or assets from excessive taxation.

For example, personal injury clients receiving large settlements may face high income taxes, while divorce and employment cases often involve dividing significant assets. By establishing trusts or private foundations, these clients can shelter portions of their assets in a tax-exempt environment, reducing estate taxes or capital gains on future transfers. This adds immense value to your practice and provides your clients with long-term protection and wealth management strategies that go beyond the immediate legal issues.

We work closely with immigration lawyers who are helping clients establish new lives in the U.S. Now, you can offer even more value by guiding them through strategies to protect their wealth, investments, and families using trusts, private foundations, and estate planning tools.

When clients immigrate to the U.S., they often bring significant assets or plan to build substantial wealth. With the complexities of U.S. tax laws, it’s crucial that they structure their assets in ways that avoid unnecessary taxation and secure their family’s financial future.

For example, by setting up revocable or irrevocable trusts, your clients can shield their U.S. assets from probate and estate taxes. Additionally, if they are concerned about potential future taxation of their global assets, they can establish foreign grantor trusts or asset protection trusts to ensure that wealth is preserved across borders.

For those looking to make philanthropic contributions or leave a lasting legacy, integrating a private foundation allows them to lower their taxable income while directing their wealth toward charitable causes that matter to them. This can reduce annual tax liabilities and provide a secure structure for managing family investments in a tax-efficient way, ensuring that their children and future generations are protected.

By offering these advanced wealth protection strategies, you can help your clients not only achieve their immigration goals but also secure their assets and protect their families for generations to come. This positions you as a holistic advisor, providing high-value services beyond immigration law.

We partner with business consultants who are guiding clients through critical exit strategies, ensuring they can maximize the value of their business while protecting their wealth. Whether your clients are preparing for a business sale, merger, or succession plan, integrating trusts, private foundations, and estate planning tools into your services can offer immense financial and tax advantages.

For example, by advising clients to donate business shares to a private foundation before the sale, they can significantly lower capital gains taxes, paying as little as 1.39% in taxes on the sale. This not only preserves more of their wealth but also redirects substantial portions of their earnings into charitable investments and projects - all while keeping the assets within their control through tax-exempt investments.

Additionally, by setting up dynasty trusts or specialized trust that invest in insurance policies and other assets, your clients can protect the proceeds from capital gains taxes and recaptured depreciation, ensuring long-term wealth management and passing on assets to future generations without facing high estate or gift taxes.

With these strategies, your role as a business consultant extends far beyond the exit transaction—you’re helping your clients achieve financial security and legacy building, maximizing the value of their hard-earned success. By incorporating these advanced wealth protection tools, you position your consultancy as an essential partner in their long-term planning.

We work with marketing agencies to create innovative strategies for their clients by incorporating charitable foundations and nonprofit structures into their business models. For clients with large marketing budgets and substantial tax exposure, establishing a foundation can provide a win-win scenario—tax benefits for their business and brand-building opportunities through strategic philanthropy.

Imagine offering your clients the ability to donate a portion of their revenue to a foundation, where the funds can be used for cause-driven marketing campaigns or community outreach. This not only allows them to lower their taxable income but also enhances their brand's reputation. By helping clients integrate charitable strategies into their marketing efforts, you’re not just boosting their business—you’re aligning them with social impact, which is a powerful driver for consumer loyalty.