Investors
Empowering wealth managers and family offices with sophisticated, tax-efficient ETF conversion strategies tailored for high-net-worth portfolios.
Let Us Know Your ETF Investment Preferences
Wealth advisors, independent registered investment advisors, individual investor and other high net worth investors, and family offices, are invited to stay ahead of the curve by registering for notifications about upcoming ETF launches with diverse investment themes. This service ensures advisors can offer clients timely information about new opportunities in sectors such as technology, healthcare, renewable energy, and more. Additionally, our platform facilitates 351 conversions, enabling advisors to help clients transfer appreciated securities into an ETF without incurring capital gains taxes, thus optimizing their investment strategies. Sign up now to receive timely updates and leverage these innovative investment opportunities for your clients.
Don't See Any ETF's You Like?
Don’t see a fit today? No problem—sign up to get notified when new deals go live and there are upcoming webinars or other information about 351 opportunities.
Still Have Questions? Book a Consultation
Book a consultation and we will be happy to help explain the concept and how you can defer the maximum amount of capital gains taxes by diversifying into one of our upcoming ETF launches.
Office Hours
Monday - Friday
9:00 am - 6:00 pm
Saturday
10:00 am - 2:00 pm
Sunday
Closed
Latest Section 351 Execution Guides
Step-by-step walkthroughs, checklists, and real workflows advisors use to execute Section 351 exchanges. No theory, just what gets done.
A 351 tax-free conversion lets investors transfer appreciated assets into an ETF without immediate taxes, preserving cost basis and enabling diversification.
A Section 351 ETF conversion lets investors exchange assets for ETF shares without immediate tax, preserving cost basis and improving liquidity and efficiency.
At the ETP Forum, experts discussed multi-share classes and Section 351 exchanges, highlighting regulatory shifts, tax efficiency, and new ETF opportunities.
Trusts can participate in Section 351 exchanges, but structure matters. Classification affects transferor status, control, and tax-free eligibility.
Financial professionals analyze stock data to manage ETF portfolios, optimize rebalancing, and support tax-efficient strategies.
Most investors think rebalancing means paying taxes. With ETFs and Section 351 exchanges, you can defer gains and keep more wealth compounding tax-efficiently.