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Our Services
Your personalized strategy is customized within three phases — ensuring your plan evolves as your wealth does.
Pre-Sale Structures
Plan before you sell to capture full value and defer taxes on appreciated assets.
Post-Sale Strategies
Redeploy proceeds strategically to offset gains and maximize after-tax returns.
Legacy Planning and Wealth Continuity
Protect and transfer wealth efficiently through estate and philanthropic structures. Family Office, Premium Finance, Philanthropic
Mergers/Buyouts
High Income
Tax Efficient Wealth Management
Pre-Sale Tax Deferral Structures
Before selling a business, property, or appreciated asset, we design compliant structures that legally defer or eliminate capital gains exposure.
Installment Sales Trust (Deferred Sales Trust)
Delay recognition of capital gains while keeping full sale proceeds invested.
Secured Private Annuity Trust (SPAT)
Convert assets into lifetime income with estate planning advantages.
Qualified Small Business Stock (QSBS)
Structure equity to qualify for full exclusion on up to $15M in gains.
Post-Sale Tax Mitigation and Reinvestment Strategies
Deploy proceeds intelligently to offset realized gains, reinvest tax-efficiently, and generate new opportunities.
Qualified Opportunity Zones (QOZs)
Defer capital gains and grow tax-free through Qualified Opportunity Funds in designated zones.
Market-Based Offsets (Long-Short / Direct Indexing)
Use advanced equity structures to create controlled losses and offset taxable events.
Tax Credit Investments
Access high-yield, compliant credits in energy, oil & gas, and film sectors.
Accelerated Depreciation & K-1 Losses
Front-load deductions and pass-through losses to reduce immediate taxable income.
Legacy Planning and Wealth Continuity
Securing your generational wealth.
Premium Financed Life Insurance
Leverage global financing to fund estate coverage and preserve liquidity.
Family Office Structures
Centralize management, reporting, and governance for multi-generational efficiency.
Philanthropic Strategies
Maximize deductions and impact through non-cash donations and charitable distributions.
Case Study: How a Business Owner Deferred $2.8M in Taxes.
Discover how Horizon layered a Deferred Sales Trust with Opportunity Zone reinvestment for long-term savings.
