Secure. Proven. Sovereign Trust.

We provide business owners, investors, and families with the top trust strategy in the United States. For decades our group has provided clients with the highest quality asset protection and tax savings available in the US, to help people be more sovereign.

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What is It?

Sovereign Trust is a spendthrift trust product. This trust helps business owners and investors:

Seamless Wealth Transfer

Effortlessly Pass On Wealth to Your Loved Ones

Asset Protection Fortified

Fortify Your Assets Against Lawsuits and Creditors

Tax Burden Lightened

Legally Maximize Your Tax Savings

Generational Wealth Blueprint

Setup The Best Wealth Creation Tool For Your Family

Maximize Tax Deferment

Sovereign Trust’s most compelling feature is that it allows for an indefinite tax deferral, due to its design and compliance with Internal Revenue Code (IRC) Section 643.

This section states passive income into a properly constructed Spendthrift Trust can be deferred, similar to a 1031 real-estate transaction or a Roth IRA. Therefore, you can delay tax payments on passive income allocated to the corpus of the trust.

This means, funds will not be taxed until they are distributed to a Beneficiary.

Schedule A Discovery Call

Reserve your complimentary discovery session to explore what Sovereign Trust can offer your business life & estate.

Together we can create a trust strategy that aligns with your vision for sovereignty.

Defer Taxes on Passive Income:

Interest Income
Dividend Income
Capital Gains
Royalty Income

This tax deferral enables compound growth to your principal and any accumulated earnings allocated to the trust.

This significant advantage adds up over an extended period of time. Creating a meaningful difference in the long term accumulation of wealth.

Be More Sovereign

By taking advantage of the best asset protection strategy the law has to offer entrepreneurs, investors, and families alike set themselves apart. This trust strategy provides individuals and families the ability to create, transfer, and grow wealth with ease and stability.