Turn Founder Shares into Tax-Free Gains with QSBS Trust Stacking.
Turn Founder Shares into Tax Free Gains with QSBS Trust Stacking.
IN PARTNERSHIP WITH
IN PARTNERSHIP WITH
Get $10M in tax-free gains with each trust.
Maintain investment control, gift shares to family and friends, borrow against your funds, all while watching your shares compound tax-free, creating a family bank for decades to come.
Get $10M in untaxed gains with each trust.
Maintain investment control, gift shares to family and friends, borrow against your funds, all while watching your shares compound tax-free, creating a family bank for decades to come.
Set Your Trust Up In 3 Steps
Step 1
Add Beneficiaries.
- ✓ Name your children, spouse, siblings, or parents
- ✓ Each will get their own QSBS-qualified trust
- ✓ Decide who gets what, and when
Step 2
Create Control.
- ✓ Name yourself as the default investment manager
- ✓ Name a Trust Protector
Step 3
We Handle Set-Up.
- ✓ We set up and administer each trust
- ✓ We prepare annual tax returns
- ✓ We ensure everything is 100% QSBS compliant
Trusts shouldn’t take 6 months to implement.
Set your Trust up in 3 steps.
Step 1
Step 2
Step 3
Add Beneficiaries.
- ✓ Name your children, spouse, siblings, or parents
- ✓ Each will get their own QSBS-qualified trust
- ✓ Decide who gets what, and when
Create Control.
- ✓ Name yourself as the default investment manager
- ✓ Name a Trust Protector
We Handle Set-Up.
- ✓ We set up and administer each trust
- ✓ We prepare annual tax returns
- ✓ We ensure everything is 100% QSBS compliant
Pricing
$80/month, for 4 Trusts
Includes legal setup, administration, tax returns, and optional annual updates.
or
$40/month, per Trust
Includes legal setup, administration, tax returns, and optional annual updates.
Pricing
$40/month, per Trust
Includes legal setup, administration, tax returns, and optional annual updates.
$80/month, for 4 Trusts
Includes legal setup, administration, tax returns, and optional annual updates.
or
