Tax deferral. Wealth protection. Liquidity control. All through a single partnership.
Aethos Capital Partners don’t need to understand these solutions in depth. They don’t need to sell them. They only need to recognize the right moment and the right client and refer them to us. We do the rest.
Capital Gains Mitigation
Defer capital gains without a 1031 exchange.
SISP allows clients to sell high-value assets like businesses or real estate and defer capital gains tax—without reinvesting or relocating the capital. It creates post-sale liquidity and long-term tax efficiency. Ideal Clients: Business owners exiting, real estate investors cashing out, equity holders in liquidity events.
$12,500 – $50,000+
RETIREMENT & INCOME SHELTERING
Shelter hundreds of thousands in pre-tax income.
Cash Balance Plans allow high-earning professionals and business owners to contribute far beyond traditional 401(k) limits into a defined benefit plan. These contributions reduce current taxable income while accelerating retirement savings in a tax-deferred environment.
$7,500 – $15,000+
LIQUIDITY & PRIVATE WEALTH CONTROL
Tax-advantaged liquidity that compounds wealth under your control.
Infinite Banking is a wealth strategy using customized life insurance structures that allow clients to borrow against their capital while it continues to grow—tax-free. It functions as a personal bank, enabling self-financed investments, purchases, and liquidity reserves without interrupting long-term compounding.
$5,000 – $25,000+
MULTI-GENERATIONAL WEALTH & LEGACY
Preserve, protect, and pass on wealth with intention.
This strategy uses advanced estate planning tools such as dynasty trusts, asset titling structures, and strategic gifting techniques to ensure assets are passed down efficiently, privately, and without unnecessary tax exposure. It’s designed to preserve wealth beyond the individual—and shape generational legacies.
$10,000 – $40,000+
RISK MANAGEMENT & STRUCTURAL SECURITY
Shield assets from litigation, taxation, and financial exposure.
This solution uses advanced trust layering—both domestic and offshore—combined with custom holding company architecture to protect assets from lawsuits, creditors, and financial predators. It’s often used by public figures, high-risk professionals, and clients with exposure across business and real estate ventures.
$10,000 – $30,000+
You don’t need to master the solutions, just who needs them.
Transform client conversations into lasting value through a seamless, effortless process designed for trusted advisors.
