by Alex Jones | Jun 22, 2026 | Case Studies
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...
by Alex Jones | Jun 18, 2026 | Technical Briefs
TECHNICAL BRIEF · REAL ESTATE A technical brief for CPA firms, family offices, real estate sponsors, and counsel evaluating how a Management Services Organization may centralize real-estate platform services while preserving property-level depreciation,...
by Alex Jones | Mar 5, 2026 | Events
EVENTS · 3RD ANNUAL COLI SKI RETREAT Notes from the 2026 COLI Ski Retreat in Ridgway: Reading Where the Nonqualified + COLI Architecture Is Moving Three days at the Chipeta Lodge Resort + Spa in Ridgway, Colorado, with afternoon skiing at Telluride Mountain...
