Introducing the instrument that’s proven to provide bulletproof asset protection, generational tax deferrals, and Swiss-style privacy.

This exclusive copyrighted instrument can effortlessly increase your funds under management as you save your clients tens of thousands of dollars (or more) in current tax obligations—each year.

Now you can offer it to your clients as well.

More powerful and effective than the typical Dynasty Trust or Delaware Trust, The WealthSpring™ Trust contains a unique “recipe” of provisions that make it what we consider to be the most powerful wealth-building and wealth-preserving Trust in the USA.

98% of all Trusts created, even by the Top Law Firms, have one deadly flaw that makes them all vulnerable to losing any asset protection and privacy benefits.

It's the “grantor” provision.

And nearly all Trusts in the USA today are created with it. When a typical grantor Trust is created, the name of the grantor is recorded in the origination documents of the Trust. That's the kiss of death for any hope of privacy.

You see, when your client is involved in a lawsuit, the grantor's information will be revealed during discovery, and if the grantor is also the trustee or beneficiary, that will create an “alter-ego” status, which will void any asset protection efforts.

The solution is a “Non-Grantor” provision.

The WealthSpring™ Trust instrument specifically overcomes that weakness by utilizing a third-party grantor for the Trust creation. Your client would accept a transfer of the Trust after creation, taking full control of the Trust activities and not being subject to that deadly alter-ego status.

One of the fundamental advantages of this Trust is the IRS Section 643b-compliant tax deferral benefit. Under 643b, virtually all non-W2 income can be deferred from generation to generation.

In a nutshell, your clients can expect to defer all of their capital gains, royalties, rental income, 1099 income and more.

Here's the simple truth. With all these tax dollars saved (deferred), your clients have far more money to add to their current investment portfolios.

And let's face it. A bigger portfolio means larger management fees.

But that's not all. You'll also generate generous referral fees when your clients adopt this structure.

You'll be a hero by referring them to us, as we design their own bespoke, IRS-compliant instrument.

Let's talk. Schedule a complimentary discovery call with us right now so you can get all the details about how you can protect YOUR financial situation and share it with your clients