Customer Voice

“I am a financial advisor and just completed the sale of the income interest in my personal CRT. It was a new concept to me and I was amazed at the excellent communication and education I received, and the efficient service and expediency of the transaction. I have been very impressed with the Sterling team and I feel fortunate to have found a unique new resource for my clients.”

- Marlo L. Stil
Rancho Mirage, CA

“Once I crunched the numbers, selling my CRT lead interest was an easy decision for me. Sterling found a buyer willing to pay more for my CRT interest than I could have gotten from keeping the CRT, and I am better off financially because of the transaction. Any person with a CRT should look hard at the sale option. Very satisfied client.”

- Josh T. Barnes
Charlevoix, MI

“Sterling provided a valuable service to me and my family by facilitating the successful liquidation of our CRT income interest. They were attentive, professional, easy to work with, and able to find a buyer within a tight timeframe, allowing us to close the transaction by year's end. We are extremely thankful to Sterling and would certainly recommend them to others considering them.”

- Winter K. Mead
San Francisco, CA

“I recently sold my CRT income interest through Sterling. The process was straightforward and I found Roger Silk and his staff to be courteous and responsive. I was very pleased financially with the outcome and would encourage other income beneficiaries to carefully consider this option.”

- Howard R. Champion
Bethesda, MD

“This is such a relief to have gotten control back of the funds we had invested in the CRT. We have plans that will much better suit and aid our retirement, and are kicking up our heels in glee! I want to thank you again for your knowledge and expertise, and your courtesy. You’re all great; you are truly professionals and a credit to the financial world and the world in general. Good job, thank you for everything. We’ll sing your praises whenever we get the chance!”

- Dean & Margo Hamilton
San Diego, CA

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Advisors

"Sterling arranged the sale of my client's income interest in a term CRT. The transaction was financially fulfilling to my client, as the sales price exceeded the values of other options they had with respect to the CRT. Both our firm and the client found the process straightforward and Sterling easy to work with. We won't hesitate to turn to Sterling again when the client facts fit."

- Benjamin T. White, Partner
Alston + Bird LLP
Atlanta, GA

"I worked closely with Sterling to complete the sale of a Charitable Remainder Trust (CRT) income interest for valued clients. My clients and I were very happy with the result, which saw my clients receive lump-sum payments at a desirable premium to net present value. The process was very straightforward and all my dealings with Sterling were open, honest and highly professional. I would not hesitate to work with Sterling again on future CRT transactions and would recommend them to any advisor wanting to secure a similar desirable outcome for their client."

- Karen Streisfeld-Leitner, Partner
McLaughlin & Stern LLP
New York, NY

"All advisors ought to know that this potential for liquidity exists. It creates important flexibility for the client, which may have significant economic value. If you make a client aware and they don't want to do anything, no one is out. But if you don't tell them, and they might have benefited, they could be hurt and that could be an actionable omission. So it's clearly a case where it makes sense to inform all clients who have CRTs that they may be able to benefit from a sale of their lead interest."

- Alan P. Dye, Partner
Webster, Chamberlain & Bean, Washington, DC
Chairman, Washington Non-Profit Legal and Tax Conference

“Over the past 25 years, CFO4Life has worked with a wide array of different people with different situations. In that time, we have reviewed countless strategies with one goal in mind: to help people achieve financial independence and the peace of mind that comes with it. One of the most exciting strategies we’ve come across is Sterling Foundation Management’s liquidity option for CRTs. As is our usual practice, we carefully and thoroughly researched the area. We concluded that for a number of our clients, a sale of their CRT interest would offer them a significant benefit. We have worked with Sterling to complete sales for many of these clients, and continue to work with them where it makes sense for the client.

Today more than ever, clients need advisors who can help our clients achieve their financial goals. If you have clients who have CRTs, you need to know whether a sale of their CRT interest would help them.”

- Levi McMellian, CPA, Managing Director
CFO4Life/LPL Financial
Dallas, TX

“Sterling worked diligently with me and my client’s counsel to educate us on the CRT income interest sales transaction. In the end, they made the entire process simple and painless for my client, and were always responsive, thorough, and sensitive to our needs.

Because of my client’s advanced age, I was skeptical that Sterling could find a buyer willing to pay a premium in line with those typically garnered through their program. But Sterling spent the time necessary to locate a buyer willing to pay such a premium, enabling my client to benefit tremendously.

I am now working on another CRT transaction with Sterling and expect them to deliver comparable value. I would highly recommend that any advisor with CRT clients leverage this unique and value-added service.”

- Mark D. Arlen, MBA, CFP
Lincoln Financial Advisors
Denver, CO

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