If you're preparing to sell a business, unload highly appreciated real estate, reduce a concentrated stock position, or plan around liquidating crypto, the financial decisions you make now will shape your legacy for decades to come.
Sterling Capital Gains Solutions helps individuals and families turn large gain assets into lasting legacies. Through the expert use of tax-exempt trusts and advanced planning strategies, we help you:
- Avoid capital gains tax when you sell your asset
- Diversify into almost any investments
- Compound investments tax deferred indefinitely
- Defer income taxes
- Receive flexible, lifetime income for multiple generations
Bruce Popper, Financial Advisor, Lion Street Private Client Group
"I haven't found anybody better in my 40 years than the people I strategized with at Sterling."
"I've found Sterling to be an incredible resource."
Antonia Buban, Founder, Buban Financial Services
"As far as Assets Under Managemet [growth] is concerned... to give you a number: close to 30 million."
"A testimonial for [Sterling] is very much deserved."