Sound Familiar?
Your family office generates $5M-$100M+ in annual income across multiple entities, and the tax complexity grows every year.
You have a team of CPAs, attorneys, and advisors — but none of them have offered a structural approach to reducing your total tax liability by 50%.
Estate and gift tax planning is critical, but you also need to reduce the annual income tax drag that is slowing your family's wealth compounding.
You want a strategy that is fully transparent, IRS-compliant, and backed by independent legal opinion — not an aggressive position that puts your family at risk.
The Structural Layer Your Family Office Is Missing
The SGP integrates seamlessly into your existing family office structure. It works alongside your CPAs, attorneys, and wealth managers to add a permanent 50% reduction in annual tax liability across all family entities.
Tax Reduction
Immediate annual savings on your tax liability
Growth Tax Rate
Retained capital compounds nearly tax-free
Control & Legacy
Full decision authority over your assets
How the SGP Works for You
Multi-Entity Structuring
The SGP can be designed to work across multiple family entities, trusts, and holding companies. We tailor the structure to your specific family office architecture.
Accelerate Generational Wealth Transfer
By reducing annual taxes by 50% and growing retained capital at <1%, the SGP dramatically accelerates the wealth available for the next generation.
Full Integration with Existing Advisors
We work alongside your existing team of CPAs, attorneys, and wealth managers. The SGP adds a structural layer — it never replaces your trusted advisors.
Philanthropic Legacy
The charitable component of the SGP lets your family direct funds to causes that matter across generations — building a philanthropic legacy alongside your financial one.
Client Success Story
Revenue
$12M+
Tax Before SGP
$2,100,000
Annual Savings
$1,050,000/yr
"We needed a strategy that worked across multiple generations and multiple entities. The SGP was the structural upgrade our family office had been looking for."
— The Martinez Family, Multi-Generational Family Office
Frequently Asked Questions
Can the SGP work across multiple family entities?
Yes. The SGP is specifically designed to work across complex family office structures, including multiple LLCs, trusts, holding companies, and operating entities.
How does this integrate with our existing estate planning?
The SGP complements your existing estate planning by reducing the annual income tax burden, which means more wealth is available for transfer strategies like GRATs, IDGTs, and family limited partnerships.
Will our existing CPAs and attorneys need to be involved?
We coordinate with your existing advisory team to ensure seamless integration. Your CPAs continue handling compliance, and your attorneys can review the independent legal opinion letter for their own comfort.
What is the minimum family office size to qualify?
We work with family offices managing $20M+ in total assets with a minimum of $500,000 in annual tax liability across all family entities.