The TaxEngineered Accredited Investor Platform
Far beyond “tax efficient or optimized investing” processes.
A plug-n-play, fully automated, concierge services approach
RIA Firms “plug” their proprietary SMA Portfolios into their private IDFs for tailored client investing; avoiding income, estate and
capital gains taxation. The platform employs sound tax statutes to minimize while guaranteeing mortality and contract costs.
Firms utilize their existing custodial, reporting and operational facilities while performing their fiduciary duties.
Free of commissions and additional licensing requirements.
Targeting 142,000+ U.S. Families with Net Worth's exceeding $25,000,000(2)
• Assists in dealing more effectively with client needs, concerns and objectives.
• Integrates into planning, marketing and asset management processes.
• Maintains flex and balance for clients as they cope with constant change.
• Gains more control over taxation within a wealth management practice.
Utilize with Business Compensation and Succession Planning
Executive Bonus • COLI • BOLI • Executive Benefit Carve Out • Shadow Equity Benefits
Defined Benefit Plans • ESOPs • Buy-Sell Funding • Captive Insurance Companies
Integrate into Charitable Capital Plan Design
Leveraged IRA Giving • Endowments • Managed Remainder Trusts
Managed Lead Trusts • Private Income Trusts • Private Foundations
Create Powerful Estate Migration Structures
Dynasty and Generational Trusts • Merged Interest Split$ Plans
Multiple-Power Liquidity Funding
A QUANTUM LEAP FROM TRADITIONAL TAX EROSION INVESTING
Recruit and retain HNW clients more effectively.
transparency • control • flexibility • liquidity • guaranteed costs
Tax deferred accumulation — Income and estate tax free transfer
A Case Study
Bill, Age 50, Family of Four, $5 Million in Net Worth
Key Objectives: Tax Free Growth • Estate Tax Free • Asset Protection
|Frustrated with the tax erosion on the growth of his taxable investment portfolio, his combined tax rate exceeds 50%, Bill and his advisors decide to utilize their “TaxEngineered Investing Platform” for placement of $1,000,000 of investable assets. They project a 7% growth rate utilizing separately managed accounts within IDFs; designed and managed by his investment advisory firm.
So, at age 70, Bill’s original portfolio of $1,000,000 will have accomplished a great deal. As displayed below, net of all costs of insurance, he will have a projected $3,206,034 (IRR of 5.76%) available along with a death benefit of $3,719,000.
If Bill had continued to invest in a tax eroding traditional investing environment, his net 20 year projected value would only be $2,223,285.
• tax erosion of over $982,749 — 30.65% •