SCHEDULE A DISCOVERY CALL

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
  • 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 your legacy across generations

While others focus on transactions, Sterling focuses on transformation—offering clarity, control, and confidence in the face of life’s biggest financial moments.

SCHEDULE A DISCOVERY CALL

Business Owners

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Real Estate & Property Owners

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Concentrated Stock Position

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Crypto Assets

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REAL CLIENTS. REAL RESULTS.

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