Unlock Dormant Wealth. Deliver Extraordinary Value. Grow Your AUM.
Sterling Capital Gains Solutions empowers financial advisors to bring sophisticated, tax-efficient strategies to their high-net-worth clients—especially those facing major financial events like the sale of a business, disposition of appreciated real estate or stock, or planning around large retirement accounts.
These situations often involve significant—but traditionally unmanageable—assets. Sterling changes that.
Create Sticky, Long-term AUM From “Stuck” Assets – Including Real Estate, Businesses, Concentrated Stock, Crypto and others
By leveraging powerful tax-exempt trust strategies under IRC §664, Sterling helps your clients:
- Avoid capital gains tax when selling almost any capital asset
- Diversify into almost any investments
- Buy and sell investments without worrying about taxes
- Compound investments tax deferred indefinitely
- Defer income taxes
- Receive flexible, lifetime income for multiple generations
- Grow assets tax-deferred
- Secure legacy across generations
Sterling Structures. You Advise.
Sterling doesn’t manage assets—you do.
We build the legal and tax structure that unlocks liquidity and enables your continued advisory role. You retain the client relationship and manage the assets created through the trust.
Let Sterling help you bring transformative value to your clients—and grow your business in the process.