IIST — Intermediated Installment Sale Trust.
A single, well-designed structure that does the work of half a dozen — built for business owners and high-net-worth families who want one architecture rather than a stack of bolt-ons.
A Method, Not a Product
One architecture. Engineered around you.
For a decade we watched clients stitch together insurance, trusts, family LPs, and intentionally-defective grantor structures to do what a single integrated framework could do better. IIST is the result.
It is not a product. It is a method — engineered around your existing assets, refined for your family's stewardship goals, and implemented in coordination with your attorney and CPA.
Diagnostic
A confidential review of your current entity stack, income sources, and stewardship objectives.
Architecture
Design of the integrated trust, entity, and insurance framework calibrated to your circumstances.
Implementation
Coordinated execution alongside your attorney and CPA — every signature, every funding step.
Stewardship
Ongoing administration, annual review, and adjustments as legislation and family circumstances evolve.
Request the IIST Brief
Complete the form below and an advisor will contact you to explore how we can support your financial goals.
Request the IIST brief.
A confidential overview of the structure, eligibility considerations, and what a first-phase diagnostic looks like.
Request the Brief