Maximize your family's long-term wealth with a Grantor Retained Annuity Trust

founders.

VCs.

employees.

crypto.

founders.

Inheriting an estate means one of the highest rates in the U.S. tax code, and those taxes can be a significant drag on your family's ability to grow wealth. Grantor Retained Annuity Trusts (GRATs) can eliminate your estate tax bill entirely, leaving your children with more.

JOIN WAITLISTLEARN MORE
Talk to our team ➞

Tried and true

Half of the 100 richest American families use Grantor Retained Annuity Trusts to pass their wealth on to the next generation.

- Annuity.org (July 1, 2020)

The benefits

Help your family keep more of the wealth you've built by transferring assets with a GRAT

A GRAT can help you pass your hard-earned wealth to your children while reducing or eliminating their estate tax burden. With a tax-efficient GRAT, your family could double its wealth (or more) over time.

Reduce ESTATE Taxes
Reduce or even eliminate your estate taxes when you transfer your wealth to your children.
FLEXIBLE, LONG-TERM PLAN
Transfer as much or as little of your wealth as you'd like, and even update your plan over time, with our Rolling GRATs.
TRIED AND TRUE
Use the strategy that the wealthiest Americans are using to pass their assets between generations.
READ MORE

See the returns

Share a few simple details and we'll show you what you could gain

Enter a few data points and see the potential additional gains from a GRAT. The tool is customizable, too, so you can tell us more about your family and liquidity needs to get an even more accurate picture.

COMING SOON!

How it works

We make implementation simple

Evaluate the strategy
Use our calculator to see the returns from wealth planning with a GRAT.
Choose a trust
Our decision tools can guide you to the right trust format for your family.
Arrange affairs
We'll handle the administrative tasks to ensure that your assets end up in the right place.
Transfer assets to children
You can help your beneficiaries can keep more wealth with advance planning.
Reduce estate tax
Transferring significant wealth to children usually means high estate taxes. GRATs fix that.
Keep more
With a GRAT, your family can earn additional returns of 100% or more over their lifetimes.

Learn whether tax planning is right for you.

founders.

VCs.

employees.

crypto.

founders.

See how a GRAT can work for you and your family.

JOIN WAITLISTLEARN MORE
Talk to our team ➞
Keep more of your
hard-earned gains
Talk to our team
Chat