Case Studies
Every family’s financial structure is different. Business ownership, investment holdings, real estate portfolios, and liquidity events create layers of complexity that require disciplined planning.
Our case studies demonstrate how coordinated fiduciary structures can restore control, improve tax positioning, and protect capital across generations. While circumstances vary, the underlying principle remains consistent: ownership structure determines financial outcomes.
- Case Study
Eliminating Generational Capital Gains Without 1031
A sophisticated commercial real estate owner with a diversified California portfolio valued at approximately $42,000,000.
- Case Study
Eliminating Business Capital Gains Generationally
The founder of a highly successful professional services firm built over several decades. Through sustained growth and operational scale, the company reached an internal valuation of approximately $78,000,000.
- Case Study
Optimizing Up to 90% Income Taxes
A multi-generational family-owned manufacturing company generating approximately $4,000,000 in annual gross income.
- Case Study
Upfront Depreciation Today, Recapture Taxes Tomorrow
A high-net-worth real estate investor with a diversified portfolio of income-producing properties throughout Florida. At the time of engagement, the client’s net worth was approximately $120,000,000, with substantial income generated annually from property operations and appreciation.
- Case Study
Protecting Wealth from a Lawsuit
The client was the founder of a successful construction company operating in Arizona. Over many years, the business generated substantial wealth through retained earnings, real estate investments, and private investment accounts.
- Case Study
Protecting Wealth Before Divorce
The client was a technology entrepreneur and private investor with diversified holdings across operating companies, investment portfolios, and private investments.
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Reducing Professional Income Taxes
The client was the sole owner of a highly profitable professional services practice that had grown steadily over many years.
- Case Study
Protecting Family Wealth for Generations
The client was a multi-generational family with diversified holdings that included private investments, marketable securities, and real estate.
