Sterling Foundation Management offers comprehensive foundation management services, enabling philanthropists to focus on their charitable endeavors. They offer tailored solutions, including: 

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• Asset Diversification Trust

  • Creditor proof protection​

  • Capital gains tax can be exempt (highly appreciated assets such as stocks, options, businesses, etc. pay zero dollars in capital gains tax on sale of asset).
     

• Stretch IRA Trusts 

  • Creditor proof protection​​

  • Can eliminate the 2019 Secure Act HORRIFIC restrictions. (SECURE- supposed to stand for Setting Every Community Up for Retirement Enhancement- Ya right!)
     

• Tax Exempt Real Estate Trust

  • Creditor proof protection​

  • Capital gains tax exempt (highly appreciated assets such as any kind of real estate, pay zero dollars in capital gains tax on sale of highly appreciated real estate).
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• Philanthropy Services: Comprehensive foundation management to streamline philanthropic efforts. 
   

• Ultra High Net Worth Concierge Services: Family office concierge services designed for individuals with assets exceeding $100 million. 
   

• CRT Secondary Planning Services: Expertise in secondary planning for Charitable Remainder Trusts (CRTs). 
   

• Sterling Advisor Solutions: A range of optimized, turnkey solutions for diverse client needs. 
   

With decades of experience, Sterling strives to make philanthropy effective, efficient, compliant, and meaningful.