01
Trust & entity design
Charitable trusts, IDGTs, and multi-entity structures designed for a specific client situation, ready for your attorney to implement.
JAG Consulting
The tax-aware toolkit, for your clients.
Advisors, attorneys, family offices, and CPAs bring us in for sophisticated tax and trust structuring on a client situation. You keep the relationship; we supply the structuring expertise.
Engagements
Where we help.
02
QSBS & equity planning
Qualification, stacking, and timing analysis for founders and early employees ahead of a liquidity event.
03
Concentrated-position strategy
Tax-efficient diversification paths — charitable trusts, exchange funds, installment sales — modeled for a single large holding.
04
Tax strategy review
A structuring and planning audit of a client's situation, with quantified findings you can take back to them.
A Specialty
Institutional insurance structuring.
A capability most advisors can't offer in-house: advanced life-insurance strategy for your high-net-worth clients — designed as structure, implemented through the appropriate licensed professionals.
01
PPLI & advanced wrappers
Private placement life insurance to hold a client's tax-inefficient assets in a tax-free environment — designed, quantified, and coordinated end to end.
02
Estate liquidity & ILITs
Death-benefit strategy and irrevocable trust design to fund estate tax, equalize heirs, and keep the benefit outside the taxable estate.
03
Premium financing
Leverage large policies intelligently, with the rate and design risk modeled against a real downside rather than an illustration.
04
Business & succession
Key-person coverage, buy-sell funding, and executive benefits that keep a client's company intact through a transition.
PPLI and premium financing involve securities and insurance products suitable only for certain qualified investors; securities components are handled by appropriately licensed professionals in their individual capacities, not by JAG Legacy. See how we frame insurance strategy →
How It Works
White-label or collaborative.
01
Scope
We review the situation and agree on a fixed-scope engagement — project-based or ongoing. You stay the client's point of contact.
02
Build
We design the structure and document the rationale and tax mechanics in plain language, ready to implement.
03
Hand back
You get the structure, the reporting, and the talking points. We're available for the client call if you want us there.
For professionals
Have a client situation in mind?
Tell us the shape of it and we'll tell you whether we can help — and how we'd price it.
Start a conversation