Trust & Life Solutions

Capital Efficiency

Few in the finance/wealth management/family office industry know this structure exists. Fewer understand it and even less have actually structured multiple deals through it. Brandon has affected and/or directly structured over $800M in private equity/real estate and other capital assets sales through the Deferred Sales Trust/Intermediated Installment Sales Trust structure.

We serve as an independent consultant for Capital Asset Exit Planning have expertise structuring and executing this structure, in Trustee and wealth management advisory selection insuring you're working with someone who understands the nuances of the structure and maintenance requirements to be compliant.

Brandon is a CEPA - Capital Exit Planning Advisor and this is a MASSIVE Value Add if you have Capital Assets (private equity.real estate/business interests, etc) with significant capital gains ($1M+).

FULLY IRS - IRC 457 Compliant hidden gem few know about in the wealth management industry

Capital Allocation Real Estate Alternatives

Brandon keeps a close eye on, and attends auctions for, Tax Lien and Deed inventory in Texas, Colorado, Montana and Arizona.

We serve as an independent consultant for Tax Liens and Deeds and can combine it with our other offerings, such as General Contractor - rennovation construction company for acquired Tax Deed properties and have Legal connections for proper counsel specializing in the foreclosure process.

Capital Allocation Real Estate Alternatives

Brandon keeps a close eye on, and attends auctions for, Tax Lien and Deed inventory in Texas, Colorado, Montana and Arizona.

Combining a decade of direct experience, Brandon serves as an independent consultant for Peptide Therapy and Stem Cell and can combine it with our other offerings, such as General Contractor - rennovation construction company for acquired Tax Deed properties and have Legal connections for proper counsel specializing in the foreclosure process.