Experienced Strategists Protecting Your Wealth
Our team brings decades of specialized experience in advanced corporate law, actuarial science, and structural tax engineering. We're not generalists — we're precision instruments built for one purpose: eliminating your unnecessary tax burden.
Principles That Guide Every Strategy
We believe tax reduction is not a loophole — it's a discipline. Every structure we build reflects these core commitments.
Legal Defensibility First
No strategy is deployed without a formal legal opinion and IRC precedent validation. We don't play in grey areas — we build in the light.
Client-Centric Architecture
Every strategy is custom-engineered for your specific financial architecture. We don't sell templates — we build bespoke solutions.
Long-Term Partnership
Tax law evolves. Your business evolves. We maintain ongoing advisory relationships to adapt your structures as your situation changes.
The Experts Behind Your Strategy
Every team member brings deep specialization in a critical area of tax reduction, ensuring comprehensive coverage across every dimension of your financial architecture.
Bill Hall
Capital Gains SpecialistSpecializes in structuring complex liquidity events for founders, VCs, and real estate syndicators. Bill designs preemptive strategies 12–24 months before a capital event to neutralize federal and state tax impact through specialized trusts and targeted deductions.
Christen Berman
Managing Director / COOOrchestrates the execution of bespoke strategies across all client engagements. Christen ensures multi-entity restructurings, captive insurance domiciling, and complex federal tax credit integrations are perfectly synchronized with all advisory teams before statutory deadlines.
Robert Raimondo
Managing Director AttorneyProvides the uncompromising legal framework behind every tax position TRS recommends. No strategy is deployed without Robert's validation against IRC precedents, Tax Court rulings, and Treasury Regulations. His team has maintained a 100% defensibility track record.
Eric Aragon
CPA & Compliance LeadBridges the gap between aggressive legal architecture and standard compliance reporting. Eric translates proprietary strategy into accounting reality that your existing CPA can confidently integrate into federal and state filings without assuming structural audit risk.
Charles Hayes
Estate Planning ArchitectMaster of generational legacy architecture. Charles views the 40% federal estate tax not as unavoidable law, but as a voluntary penalty paid by those who fail to properly leverage IDGTs, GRATs, and dynasty trust structures for systematic wealth transfer.
Darren Sugiyama
Affluent Markets DirectorFocuses exclusively on ultra-high-net-worth family offices and institutional clients. Darren serves as the primary liaison for existing wealth managers, tailoring bespoke pathways into our structural frameworks while preserving existing advisory relationships.
"What sets TRS apart is the depth of specialization on their team. Every person we interact with is an expert in their specific domain — estate architecture, corporate restructuring, charitable trust, wealth replacement trust, etc. — rather than a generalist trying to cover everything. That level of precision is rare."
Founding Member
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