We Work With Your Team, Not Instead of Them
TRS acts as a specialized tax engineering extension of your existing advisory team. Your clients' relationships — and custody — stay exactly where they are. We add the missing layer of structural tax optimization.
Why Advisors Need a Tax Engineering Partner
Successful UHNW wealth management requires two distinct capabilities: day-to-day portfolio management and compliance reporting (what your team does excellently) — and structural tax engineering (what most advisory firms simply don't have the bandwidth or specialization to build in-house).
If you fire your CPA to hire a tax strategist, you lose years of institutional knowledge. If you only rely on your CPA, your clients may experience purely reactive, non-structural planning. TRS bridges this gap.
The result: your clients may achieve meaningfully better after-tax outcomes, your advisory practice delivers elite-level value, and you retain full custody and relationship control.
Advisory firms that partner with TRS have reported meaningful increases in client retention among UHNW accounts, driven by measurable tax savings delivered through structural strategies. Individual firm results will vary.
Seamless Integration With Your Practice
We plug into your advisory workflow at the structural level, providing specialized deliverables that enhance your client outcomes without disrupting your existing processes.
For CPAs
We build the complex structures — capital gains tax reduction strategies, cost segregation studies, multi-entity reorganizations. We provide the verified K-1s and defense opinions. Your CPA confidently integrates the resulting deductions into your client's 1040/1120 without assuming structural audit risk.
Zero CPA Risk TransferFor Wealth Managers & RIAs
The #1 concern an RIA has is losing AUM custody. Our PPLI and trust structures are designed with open-architecture models — your advisor continues managing the portfolio identically. We simply reduce the tax friction on their yield, making their net performance meaningfully more competitive.
100% AUM Custody Retention
For Attorneys
We provide the specialized actuarial modeling, private letter ruling histories, and proprietary trust indentures that general practice estate attorneys rarely have the capacity to develop. Your attorney reviews our architectures for alignment with your client's broader family and corporate goals.
Formal Legal Opinions Included"Partnering with TRS transformed how we serve our highest-net-worth clients — and our retention reflects it."
W. Hall
Getting Started Is Simple
From initial conversation to first client deployment in as little as 30 days. Here's what the process looks like.
Introduction Call
30-minute confidential call to understand your practice, client base, and where tax engineering adds the most value.
Client Case Review
Submit a specific client case. Our team presents a preliminary strategy with estimated potential savings based on your client's individual circumstances.
Co-Branding Setup
We configure white-label deliverables and reporting templates that carry your firm's branding.
Joint Deployment
We implement while your team manages. Full documentation, defense opinions, and ongoing support provided.
What Your Practice Gains
Beyond the tax savings for your clients, a TRS partnership provides tangible competitive advantages for your advisory practice:
- Revenue Sharing: Earn ongoing partnership revenue on every client strategy deployed
- Client Retention: UHNW clients stay when they see measurable, structural tax savings
- Practice Differentiation: Offer institutional-grade tax engineering that most advisors can't provide
- No Operational Overhead: We handle all legal, actuarial, and compliance work — you focus on relationships
- White-Label Deliverables: Client-facing reports, strategy outlines, and projections carry your brand
Give Your Clients a Meaningful Advantage
Learn how a strategic partnership with TRS can meaningfully enhance the value you deliver to your highest-net-worth clients.
Schedule a Partnership Call