Engagement note: Platform partners are coordinated through GTC™ on a per-engagement basis. Not every platform partner is engaged in every matter. Each partner’s scope, methodology, compensation, and role are calibrated to the client’s facts, advisor environment, engagement documents, and applicable professional requirements. Clients may use their existing CPA, counsel, investment advisor, and family office; GTC™ coordinates the MSO-specific workstream with those advisors. Legal, tax, investment, insurance, and compliance conclusions remain with the applicable independent advisor.

A coordinated platform. Not a referral list.

GTC™’s platform partners are coordinated across engagements as the facts and scope require — each holding a specific discipline that the MSO architecture may call for. Below, the named partners GTC™ coordinates with, and the role each plays in the structure.

Berkeley Research Group provides independent third-party analysis supporting the transfer-pricing and management-fee methodology that sits behind every GTC™ engagement. Legal and tax conclusions remain with the client’s independent counsel and tax advisors. Fair-market-value analysis, reasonable-comp study, replacement-cost analysis, and arm’s-length documentation engineered at the deal and refreshed annually through the operating years.

Why it matters: The IRS scrutiny of related-party management fees rests on §482 substantiation. BRG’s independent methodology provides documentation designed to support the management-fee framework for examination-readiness — across GTC™’s institutional MSO engagements where independent third-party transfer-pricing support is required.

Schechter Wealth coordinates the institutional capacity behind insurance-funded structures supporting estate-tax liquidity, equalization across heirs with disparate asset profiles, buy-sell funding, and trust-coordinated continuity. Founded 1939; approximately 25 banking relationships familiar with MSO-coordinated funding structures.

Why it matters: When the architecture requires insurance-funded liquidity at the estate level, Schechter brings the institutional capacity to coordinate funding, banking, and trust architecture — designed to integrate with the family’s existing estate planning rather than to operate independently of it. Insurance design, funding, and implementation are evaluated separately and only where appropriate to the client’s estate, liquidity, and continuity objectives.

Mezrah Consulting provides the retention and continuity discipline behind GTC™’s deferred-compensation architecture — including the structural solution for S-corp shareholders, where standard NQDC typically boomerangs back. 30+ years of retention-structure practice; the discipline underlying the MSO Deferral Plan™.

Why it matters: Where the structure needs to deploy retained earnings into tax-advantaged retention vehicles for key personnel — including the S-corp shareholder pattern where standard NQDC fails — Mezrah’s methodology and operational discipline make the architecture work.

Working relationships across counsel and accounting. Coordinated on engagement, not packaged.

Beyond the named platform partners above, GTC™ coordinates engagement work with specialist counsel, accounting firms, and transaction advisors on shared client matters. Named relationships are disclosed on request, calibrated to the specific engagement.

Top-tier sell-side and transaction advisory practices

GTC™ coordinates with top-tier investment bankers and M&A advisors on pre-LOI structural design and transaction-timed engagement. The banker retains process control; GTC™ supports the seller-side advisory team with the MSO documentation workstream.

Named relationships are disclosed on request, calibrated to the specific engagement. Legal opinions, tax-return positions, and compliance treatment remain with each firm and its independent professional judgment.

A standing bench of specialist counsel. Coordinated, not retained as employees.

GTC™ coordinates with a standing bench of specialist attorneys across federal tax structuring, family-office and estate counsel, M&A transaction counsel, and tax controversy. Legal conclusions remain independent of GTC™; the bench provides the counsel coordination that the MSO architecture requires.

The Counsel Bench is the standing roster of attorneys GTC™ coordinates with on engagement-specific structural and transactional work. Where the client prefers their own counsel, GTC™ provides MSO-specific specifications and coordinates with the family’s or firm’s chosen attorneys. Where additional specialist coverage is needed, the Counsel Bench includes engagement-ready relationships across:

— Federal tax structuring & entity counsel — entity design, transfer-pricing methodology review, §482 governance.

— Federal tax controversy — examination, dispute, and Tax Court representation, including U.S. Supreme Court admission.

— Family-office & estate counsel — dynasty trusts, SLATs, GRATs, ILITs, IDGTs, DAPTs, multi-generational architecture.

— M&A transaction counsel — pre-close MSO design, transaction document review, post-close governance.

— Regulatory & professional-practice counsel — CPOM, bar rules, dental and veterinary licensed-practice ownership rules.

— Pre-transaction architecture — structural alignment before LOI; coordination with banker, counsel, and PE sponsor counsel.

Counsel are not retained as GTC™ employees. The Counsel Bench is a coordination model. Legal opinions, judgment, and conclusions remain independent of GTC™ and are issued by the engaging attorney directly to the client.

One coordination point. The institutional bench works as a platform.

Without GTC™, a sophisticated MSO engagement requires the client to source and coordinate transfer-pricing analysts, premium-finance and insurance architects, NQDC specialists, structural counsel, tax controversy counsel, and capital advisory separately. GTC™ coordinates these capabilities as a single platform — one engagement architecture, one coordination point, one substantiation foundation. The client coordinates with GTC™; GTC™ coordinates the bench.

Platform partner relationships are durable, not transactional. The platform partners listed above are engaged in ongoing relationships with GTC™ — coordinated across engagements over multiple years, with consistent methodology and governance discipline. The platform is built through the relationships, not assembled deal by deal.

Calibrated to where you are.

For advisors, deal teams, and family offices evaluating the platform or a specific engagement.

For advisors earlier in the process

The Resource Center is a vetted-access reference library covering MSO architecture, §482 transfer pricing methodology, platform-partner reference materials, and engagement coordination materials. Access reviewed manually. No commitment, no follow-up unless requested.

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What GTC™ does not do.

Defining the lane matters. Below: the boundaries of GTC™’s engagement so that advisors, deal teams, and family offices understand exactly what GTC™ provides and what stays with the client’s independent counsel and tax advisors.

×   GTC™ does not provide legal opinions.

×   GTC™ does not prepare tax returns.

×   GTC™ does not replace the client’s CPA, legal counsel, investment advisor, or family office.

×   GTC™ does not guarantee tax outcomes, audit results, §1202 eligibility, capital-gain treatment, estate-tax results, or investment performance.

×   GTC™ does not implement structures without coordination with the client’s independent legal and tax advisors.

No outcome promises. No pre-packaged structures. Each engagement is evaluated against the client’s facts, advisor environment, documentation, implementation, and applicable law. The platform provides the architecture and the coordination; the conclusions remain with the client’s independent advisors.