Advisory Partnerships

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.

The Challenge

📊 Partnership Impact

Why Advisors Need a Tax Engineering Partner

Advisory firms that work with TRS may be able to strengthen UHNW client relationships by providing access to specialized tax-reduction strategies and planning resources. Individual firm and client results will vary.

Successful UHNW wealth management often requires two distinct capabilities: day-to-day portfolio management and compliance reporting, and advanced tax-advantaged planning structures that many advisory firms may not have the bandwidth or specialization to build in-house.

Replacing a long-standing CPA may mean losing years of institutional knowledge. Relying only on traditional CPA support may leave some clients with planning that is primarily reactive rather than structural. TRS helps bridge this gap by connecting advisory firms and clients with specialized tax reduction resources.

The result: clients may benefit from more coordinated after-tax planning, advisory practices may deliver additional value, and existing advisor-client relationships can remain intact.

How It Works

Seamless Integration With Your Practice

TRS supports advisory workflows at the structural planning level, helping provide specialized deliverables that may enhance client outcomes without disrupting existing advisory processes.

For CPAs

TRS and its professional network may assist with complex planning structures, including capital gains tax reduction strategies, cost segregation studies, and multi-entity reorganizations. Supporting documentation, tax reporting materials, and legal or tax review may be provided by the appropriate professionals so the client’s CPA can evaluate how any resulting deductions or tax positions should be integrated into the client’s filings.

CPA Review and Coordination

For Wealth Managers & RIAs

RIA custody and client relationship continuity are important considerations. PPLI and trust-based structures may be designed with open-architecture flexibility so the client’s existing advisor may continue managing eligible assets where appropriate. The objective is to help reduce tax friction and support more efficient after-tax outcomes, subject to policy design, structure, fees, liquidity needs, and applicable rules.

Advisor Relationship Continuity

For Attorneys

TRS and its professional network may provide specialized actuarial modeling, planning documentation, and trust-related resources that support review by the client’s legal counsel. The client’s attorney remains responsible for evaluating any proposed structure for alignment with the client’s broader estate, family, business, and legal objectives.

Independent Legal Review

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Our Approach

We work to change how advisory teams approach advanced planning conversations for high-net-worth clients.

Partnership Process

Getting Started Is Simple

From initial conversation to potential first client deployment, the process may move efficiently depending on case complexity, documentation, professional review, and client readiness.

1 Introduction Call

A confidential introductory call to understand your practice, client base, and where advanced tax planning resources may add value

2 Client Case Review

Submit a specific client case for preliminary review. TRS and its professional network may identify potential strategy options based on the client’s circumstances, objectives, and applicable rules.

3 Co-Branding Setup

Where appropriate, TRS can support co-branded or white-label educational materials, reporting templates, and planning summaries for client-facing discussions.

4 Joint Deployment

Implementation is coordinated with the client’s independent legal, tax, insurance, and financial professionals. Documentation, professional review, and ongoing support may be provided as applicable.

Partnership Benefits

What Your Practice Gains

Beyond potential tax planning benefits for clients, a TRS relationship may provide meaningful competitive advantages for advisory practices:

Client Retention:

UHNW clients may be more likely to stay when they experience structural tax planning value. Individual results vary.

Practice Differentiation:

UHNW clients may value access to advanced tax planning resources that help address complex financial situations.

No Operational Overhead:

TRS and its professional network may assist with specialized legal, actuarial, tax, insurance, and compliance-related components, while your team remains focused on the client relationship.