The Tax Exempt 
Asset Diversification Trust

Event Details

  • Date: Thursday, June 26th, 2025 
  • Time: 2-3PM Eastern
  • Place: Zoom
Register for this educational workshop with
nationally recognized
expert Roger Silk.

Details:

  • Date: Thursday, June 26th, 2025.
  • ​Time: 2-3PM Eastern
  • Place: Zoom
Space is limited, and this webinar is already filling up fast.

Reserve your seat today, and we’ll see you at the webinar!.

We’ve helped investors like you save over a billion dollars over the 26 years we’ve been in business.
What if your clients could sell their highly appreciated assets, without paying capital gains taxes, and still benefit from the proceeds?

Sounds too good to be true?

It’s not. And we’re going to show you exactly how it works in our upcoming live training.

Right now, across the country, clients are sitting on illiquid assets:
 🏠Commercial and residential real estate
 🏠Privately held businesses
 📊Highly appreciated stock
 🗂️Even cryptocurrency

They want to sell, but they’re hesitant because of the massive capital gains tax bill.

That’s where the Asset Diversification Trust comes in.

This IRS-compliant strategy has helped clients defer capital gains, reinvest their wealth, and maintain full control over their financial future. And when you understand how to apply it, it becomes a powerful tool in your practice...giving you a unique edge with affluent clients.

In this exclusive webinar, you’ll discover:
📜How the Asset Diversification Trust works
✔️Which clients qualify and which assets are eligible
🤝How to position yourself as a tax-smart advisor that clients trust
🚪Why this strategy opens doors to higher-value cases and new revenue streams

This isn’t theory. It’s a live look behind the curtain at a strategy already being used by top professionals to unlock liquidity, eliminate taxes, and supercharge their value to clients.
See you on the virtual workshop.
Sterling Foundation Management was founded in 1998 as the first nationwide firm dedicated to creating and managing private foundations for high net worth individuals and families. Since then, Sterling has grown to serve thousands of families in virtually every area where the concerns of high net worth families intersect with philanthropy. 

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