SMA Wealth Trust

Capital Gains Solution

A powerful solution utilizing IRS Codes for deferred payment structures. Defer capital gains taxes while maintaining control over your assets and investment decisions.

How the SMA Wealth Trust Works

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

Deferred Payment Structure
Sell your appreciated asset to the trust in exchange for a deferred payment note, deferring taxes.
Investment Control
Maintain control over investment decisions through your role as investment advisor to the trust.
Tax Deferral Benefits
Instead of paying capital gains taxes immediately upon sale, that capital remains invested and continues to grow. Pay taxes only as you receive deferred 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
Real Estate

Perfect for commercial and residential real estate with significant appreciation.

Business Sales

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

Stock Portfolios

Diversify concentrated stock positions while deferring capital gains taxes.

Cryptocurrency

Defer significant crypto gains while maintaining investment flexibility.

Other Assets

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

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
Express Your Interest

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