The Tax Exempt Business Diversification Trust

Attention Business Owners:

Do you own a business that has appreciated in value over $1,000,000 since you started?

Do you own a business that has appreciated so much you don’t want to sell it because you don’t want to pay the capital gains taxes?

What if you could sell that business, diversify your portfolio, not pay capital taxes, and get lifetime access to income?

No, this is not a Charitable Remainder Trust.

If you own a business worth over one million dollars...

To learn what this actually is, and why it works better than anything you’ve probably seen before, fill out the form and register to attend our virtual lunch and learn training where you will discover how our unique, tax exempt business diversification trust will allow you to:

Sell your business,
Eliminate the capital gains tax,
Reduce or eliminate the estate taxes,
And still benefit from the entire pre-tax proceeds from selling your asset.

Event Details

Date: Thursday, September 25th, 2025
Time: 2-3PM Eastern
Place: Zoom

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.

Details:

Date: Thursday, September 25th, 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 there!

We’ve helped investors like you save over a billion dollars over the 26 years we’ve been in business.

Attention Business Owners:

Event Details

Details:

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