Case Studies
Anonymized GTC engagements and co-authored analyses with named institutional partners. Detailed structural mechanics, code-section considerations, and outcomes — illustrative, with disclaimers.
Real Estate Development MSO Case Study: Centralized Management and Estate Liquidity
At a glanceSituation: Multi-entity developer, ~$20M annual net income; exposed retained earnings; no estate liquidity mechanism.Design: C-corporation MSO compensated by documented, benchmarked fees; retained capital redeployed to intercompany lending, split-dollar...The Dynasty Trust MSO: Estate Tax Planning After the Exemption Is Used
CASE STUDY · ESTATE PLANNING Converting Business Profits into Multi-Generational Wealth NEXT STEP Working through a related fact pattern? For family offices coordinating MSO architecture with trust, insurance, and estate-liquidity design, GTC™ works alongside the...