"Billionaire Solutions, Tailored for Millionaires."
Sterling Foundations & Trusts helps advisors gather, grow, and manage AUM by providing turnkey tax reduction solutions to high-net-worth clients.
Sterling helps high net worth individuals and families sell appreciated assets without paying capital gains tax.
Our proven solutions allow you to sell highly appreciated assets and put 100% of the pre-tax proceeds to work for you.
Sterling has been serving the High Net Worth Market since 1998. We began with private foundations, and grew from there. Today, Sterling Trust Company offers a unique array of specially tailored trust solutions for a variety of issues facing high net worth families.
We serve the full range of public charities, private operating foundations, donor-advised funds, supporting organizations, and charitable advisory services. Our clients range from successful small business owners, executives and professionals, to titans of industry.
Hence, Billionaire Solutions, Tailored for Millionaires.
Any one may so arrange his affairs that his taxes shall be as low as possible.— Judge Learned Hand
Advisors partner with Sterling to offer leveraged, seamless, value-added solutions to their high net worth clients. Clients come to Sterling, mainly through advisors, for the same reasons.
Many who consider §664 tax-exempt trust strategies on their own soon discover that it's a "don't try this at home" solution. Planning needs to consider a wide variety of variables; the trust document needs to be drafted correctly, the asset transfer must be done correctly, a qualified appraisal, if needed, has to meet exacting standards and be implemented and reported properly and timely, or the deduction might be lost; the trust needs a knowledgeable, qualified trustee; annual compliance and reporting must be maintained for the life of the trust, which is likely multiple generations; mistakes or omissions can have adverse tax consequences, or create other problems that won't be seen until years later.
Sterling brings decades of knowledge and experience, gathered over interactions with thousands of trusts and clients, to provide complete operational infrastructure — from initial feasibility analysis through trust design, implementation, and administration. Advisors come to Sterling for a best-in-class partner they, and their clients, can trust.
A wide range of services tailored to high-net-worth individuals, families, and their advisors.
A wide and growing variety of optimized, proven, turnkey solutions addressing the full spectrum of high-net-worth client situations — from capital gains to advanced estate and tax planning.
Learn More →Comprehensive foundation management so philanthropists can focus on what matters most. We handle private foundations, public charities, donor-advised funds, grant management, and strategic planning.
Learn More →Sterling is the preeminent provider of secondary planning services for charitable remainder trusts. We pioneered the market for CRT income interest sales and developed the CRT rollover technique.
Learn More →We take a deliberate, integrated approach to wealth management. Each step is built to address complexity and create confidence as your wealth grows.
Understand your complete financial picture.
Evaluate costs, benefits, and tradeoffs.
Identify and prioritize what matters most.
Execute your strategy easily and effectively.
Examine constraints and generate alternatives.
Compounding advantages for you and your heirs.
Whether you're a financial advisor, attorney, CPA, business owner, or hold significant appreciated assets, our advisory team is ready to help you realize your financial goals.
Any one may so arrange his affairs that his taxes shall be as low as possible.— Judge Learned Hand
Speak with a Sterling advisor and discover what's possible for your unique situation.
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