What is a Structured GRAT?

A Structured GRAT implements a Grantor Retained Annuity Trust with a specialized portfolio of investment-grade notes.  Utilizing this advanced strategy enables estate planning professionals to realize better outcomes for a wider variety of client assets.

find out more

"Falling rates can help wealthy clients transfer more assets tax-free to heirs"

- Investment News 8/27/2019

find out more

Some Key Benefits

Conservative-Risk Portfolio

Investment Grade Structured Note Portfolios with Contingent Downside Protection

High Success Rates

Extensive GRAT scenario analysis shows significant reduction in GRAT failure risk

More Clients Qualify

Expands the use of GRATs to clients that have liquid assets or cash

Our extensive analytics and backtesting drive better outcomes

High Wealth Transfer Success Rates

Higher expected Residual Payouts

Expands Qualified Pool of Clients

find out more

---

HOME

ABOUT

SERVICES

CONTACT