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Turn Founder Shares into Tax-Free Gains with QSBS Trust Stacking.

IN PARTNERSHIP WITH

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Get $10M in tax-free gains with each trust.

Maintain investment control, gift shares to family and friends, borrow against your funds, all while watching your shares compound tax-free, creating a family bank for decades to come.

Qualification is Easy.

  • Your shares were issued directly
  • Your company is a C-Corp
  • Your company had less than $50M in assets when you received your shares
QSBS Money Stacks

Trusts shouldn't take 6 months to implement.

Set your Trust up in 3 steps.

Step 1

Add Beneficiaries.

  • Name your children, spouse, siblings, or parents
  • Each will get their own QSBS-qualified trust
Step 2

Create Control.

  • Name yourself as the default investment manager
  • Name a Trust Protector
Step 3

Transfer the shares

  • Transfer your QSBS shares to each trust
  • Preserve QSBS eligibility for maximum tax benefits

Calculate Your QSBS Savings

Use our free QSBS planning calculator to estimate how much tax you could save.

Try the Calculator

Pricing

Pre-Liquidity

$1,500/year

For up to four trusts

Perfect for early-stage planning and asset protection before major liquidity events.

Post-Liquidity

$3,000/year

Per trust (plus tax prep costs)

Comprehensive management for established trusts with significant assets.

*Higher fees if we manage investments

What You Get

Trust Formation

Complete trust formation documents and setup

Administration

Ongoing trust administration and compliance management

Tax Returns

Professional tax preparation and filing services

Frequently Asked Questions

Everything you need to know about QSBS trusts and tax optimization

Got questions?

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