Case Studies: VIG in Action

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Client Profile
Real estate family with $150M+ in long-held income-generating properties

Challenge
Wealth was tied up in legacy assets, limiting the family’s liquidity options and creating tax drag. The family wanted access to capital without disrupting income streams or legacy holdings.

Our Strategy

• Deployed Zero-Cashflow DST structures to allow for cash-out refinancing
• Executed a 721 UPREIT transition strategy for long-term equity liquidity
• Created a plan to reallocate refinanced capital into PPLI and private lending pools
   

Outcome
Over $18M in tax-deferred liquidity unlocked
Income streams maintained; family legacy real estate preserved

Client Profile
A third-generation family office with $240M in total net worth and multiple trusts.

Challenge
The family believed their estate plan was solid, but upon analysis, we discovered that trust layering and outdated insurance structures exposed them to $6.7M in future estate tax liability due to valuation compression, overinsured entities, and misaligned ownership titles.

Our Strategy

• Re-structured trusts to align with generational transfer goals 
• Introduced a Private Placement Life Insurance (PPLI) structure to remove value from the estate tax-free
• Consolidated and corrected outdated legal documents through collaboration with the family’s attorney and CPA
   

Outcome
Estimated estate tax savings: $6.7M
Improved governance and simplified long-term administrative burden

Client Profile
Technology entrepreneur post-liquidity event ($80M exit), no prior estate or giving structure

Challenge
While financially successful, the founder had no formal governance plan, philanthropic structure, or multi-generational asset strategy. They were unsure how to begin without overwhelming their family.

Our Strategy

• Designed a Charitable Remainder Trust (CRUT) for long-term giving and income 
• Established a Donor-Advised Fund (DAF) to engage heirs in charitable decisions
• Built a custom family governance framework with clear roles, shared purpose, and an annual “Legacy Day” retreat for alignment
   

Outcome
$12M directed toward tax-advantaged philanthropy
Clear succession pathway with family unity and heir engagement established

If you're reading this, chances are you already suspect there’s a better way—more aligned, more efficient, more intentional. But you may not yet have the full picture, the right team, or the time to solve it alone.

That’s exactly where we come in.

We don’t offer off-the-shelf plans or one-size-fits-all advice. We curate and architect bespoke solutions for families and founders who want more than incremental improvements—they want clarity, control, and confidence across generations.

This is about unlocking what’s possible. Protecting what matters. And building the legacy that should exist. 

If you're ready to identify your Value and Information Gap—and close it with precision—our process begins with a single conversation.