Reduce the taxes on your carried interest when it pays out

Placing your carry in a trust in a state with no income tax allows you to defer 100% of your state taxes. Reinvest those savings to grow your wealth by an extra 30% or more.

JOIN THE WAITLIST
Keep more of your
hard-earned gains
Talk to our team

Thousands of users and use cases just like yours

Selling your business

Defer 100% of the capital gain taxes when you sell your business and reinvest the savings in your next venture, or for retirement.

Selling crypto

You've decided to take some gains off the table. Eliminate the taxes and redeploy 100% of your capital immediately.

Selling public stock

You made a smart bet, and it's paid off. Diversify your portfolio and eliminate the otherwise debilitating tax bill in the process.

Selling real estate

Write off the gains when you sell the family home, a rental unit, or a bigger property so you can take on the next project or diversify.

Selling startup equity

It's the biggest win you're likely to see. Keep more of it and make your hard-earned gains work for you.

High ordinary income

You're a high earner, and you no longer need much liquidity. Learn how you can write off up to 100% of your income this year.

Reducing estate tax

You've done well, for yourself and your family. Plan for the next generation today, and do it tax free.

Reduce your state taxes to $0.

Keep more of your carry with a seeded trust

A seeded trust is an entity, based in a zero-tax state, that can protect your carried interest from state taxes. With a tax-efficient trust, you could take home 20% extra returns (or more) over time.

DEFER STATE TAXES
Because your trust lives in a state without income tax, you'll owe zero state taxes on your carry.
FLEXIBLE, LONG-TERM PLAN
Fund your trust with as much or as little of your carry as you want, name the beneficiaries you want, and invest in virtually any assets you want.
UNLIMITED CONTRIBUTIONS
There's no limit on contributions to a seeded trust, so you can protect as much or as little as you want.
Talk to an expert ->

We've helped venture partners and principals, syndicate leaders, and other lead investors zero out their (massive) tax bill.

How to reduce or eliminate your carry taxes with a seeded trust

The process is simple, and the benefits are huge. We'll be by your side from beginning to end.

1

Design your strategy

Use our knowledge library and planning tools to make the key decisions: Whom to entrust with trust management, who should receive distributions, and more. And if you need guidance, we're just a Zoom call away.

2

Execute the documents & transfer carry

Answer a few questions — in 10 or 15 minutes — and we'll draft your fully compliant, lawyer-vetted documents and help you transfer your assets.

3

Pay no taxes

Here's the fun part: Because your trust lives in a state without income tax, you'll owe zero state taxes on your carry. Yes, you heard us right!

4

Invest how you want

You can invest out of your trust just as you would have from your personal accounts — in public equities, startups, crypto, real estate, and more.

5

Time your distributions

You'll have nearly complete control over when to take distributions from your trust. Use that optionality to spread your income (and lower your marginal rate), or even to defer income until you move to Austin or Miami!

6

Cash out what you want, when you want

You'll have the right to withdraw your trust's funds whenever you see fit, so there's no liquidity constraint here, unlike with other irrevocable trusts.

Our approach: We win if you win

Different

No up-front cost

Because we've automated the process of forming a tax-advantaged trust, we can set up your account for free, and we only start charging if you decide to move your assets in.

Contingent

Minimal fixed fees

Once you move assets into your trust, we charge a reasonable, fixed fee to cover the costs of administration, like annual filings, accounting, and asset custody.

Aligned

We make money if you do

Our interests are aligned: You'll also pay us a small portion of the value of your trust assets every year, so our earnings only go up only if ours do. We're working for you.

From our series on carried interest

How a BDIT can reduce taxes on carry

The parent-seeded trust, or BDIT, is the most popular strategy for reducing taxes on carried interest. Here's how it works.

Read more ➞

Carried Interest 101

What is carried interest, how is it taxed, and what are the best ways to plan for the associated taxes?

Read more ➞

Why Work With Valur?

We bring the entire services stack in house: Education, choosing a strategy, generating legal documents, and, critically, handling trust administration.

Read more ➞

START SAVING TODAY!

Keep up to date with the latest insights to reduce your taxes.

Join 1,000+ founders, employees, and investors Who trust Valur

Box Group venture capital firm logo
Adapt Ventures venture capital firm logo
Canaan venture capital firm logo