SMA WEALTH TRUST

Capital Gains Solution

"Turn Your Capital Gains Into Tax-Free Growth with SMA"

A powerful solution utilizing IRS Codes for payment structures. Manage capital gains taxes while maintaining control over your assets and investment decisions. This applies to real estate, business sales, stocks, crypto, and other appreciated assets.

Capital Gains

Tax Management

•Capital Gains Management
•Structured Payment Benefits
•Tax Strategy
•Asset Diversification

If you're considering whether this applies to your situation, we encourage you to contact us for further assistance.

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How the SMA Wealth Trust Works

The SMA Wealth Trust utilizes IRS Codes to create a payment structure that allows you to manage capital gains taxes while maintaining investment control and generating income.

Payment Structure
Sell your appreciated asset to the trust.
Investment Control
Maintain control over investment decisions through your role as investment advisor to the trust.
Tax Benefits
That capital remains invested and continues to grow. Pay taxes only as you receive payments over time, keeping your wealth working for you.
$2M
Example Asset Sale
Traditional Sale Tax:$400,000
SMA Wealth Trust Immediate Tax:$0
Tax Savings:$400,000

See how much you could save with your specific situation

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Real Estate

Perfect for commercial and residential real estate with significant appreciation.

Business Sales

Ideal for business owners looking to sell and manage substantial capital gains.

Stock Portfolios

Diversify concentrated stock positions while managing capital gains taxes.

Cryptocurrency

Manage significant crypto gains while maintaining investment flexibility.

Other Assets

Art, collectibles, and other appreciated assets with significant gains.

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Use our calculator to get a personalized analysis of your tax savings potential

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Is the SMA Wealth Trust Right for You?

The SMA Wealth Trust is ideal for individuals and families with:

Assets with $500,000+ in capital gains
Desire to maintain investment control
Need for diversification
Long-term investment horizon
Estate planning considerations
Income generation needs

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Get instant insights into how much you could save with the SMA Wealth Trust strategy

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