Velric Partners is a premier private wealth advisory firm specializing in Deferred Sales Trusts (DST) and comprehensive tax-deferred strategies. We help high-net-worth individuals and families implement sophisticated capital gains tax mitigation solutions and wealth preservation strategies.
Our experienced team specializes in helping clients defer capital gains taxes through innovative Deferred Sales Trust strategies, allowing for greater wealth preservation and tax-efficient investment growth.
What is a Deferred Sales Trust? A Deferred Sales Trust (DST) is a sophisticated tax strategy that allows individuals to defer capital gains taxes when selling highly appreciated assets like business interests, real estate, or investment portfolios.
How does DST differ from 1031 exchanges? Unlike 1031 exchanges which are limited to like-kind property, DSTs can be used for any type of asset sale and provide more investment flexibility.
Who benefits most from DST strategies? High-net-worth individuals with significant capital gains exposure, business owners planning exits, and investors seeking tax-efficient wealth transfer solutions.