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.
We've helped venture partners and principals, syndicate leaders, and other lead investors zero out their (massive) tax bill.
The process is simple, and the benefits are huge. We'll be by your side from beginning to end.
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.
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.
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!
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.
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!
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.
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.
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.
Our interests are aligned: You'll also pay us a small portion of the value of your trust assets every year, so our earnings go up only if ours do. We're working for you.