- Industry Solutions
Family Office
Comprehensive tax optimization and wealth preservation strategies for high-net-worth families.
150+
Family Offices Served
$1B+
Assets Optimized
40%
Tax Savings
Specialized Solutions
Family Office Tax Benefits
Discover how our specialized tax solutions can benefit your organization and maximize your tax savings.
Multi-Generation Planning
Estate Tax Optimization
Investment Tax Strategy
Philanthropic Planning
Business Succession
Risk Management
Our Services
Tax Solutions for Family Office
Our specialized tax services are designed to maximize savings and improve cash flow for Family Office.
Cost Segregation
Accelerate depreciation and increase cash flow through engineering-based cost segregation studies.
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R&D Tax Credit
Identify and document qualifying research activities to maximize your R&D tax credit benefits.
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179D Tax Deduction
Claim up to $5.00 per square foot for energy-efficient commercial buildings.
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45L Tax Credits
Claim tax credits for energy-efficient residential and multi-family building projects.
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1031 Exchange
Defer your taxes with a 1031 Exchange. Our no-fee services help you maximize your investment potential.
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Commercial Insurance
Protect your business with comprehensive commercial insurance solutions tailored to your industry.
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Partner Program
Expand Your Family Office Service Offerings
Turn your business network into revenue as an ETS Affiliate. Join our program and create additional income while providing valuable tax savings to your clients.
10% Commission
Earn substantial revenue with our industry-leading 10% commission on every qualified referral.
Growth Partnership
Access exclusive resources and support to help grow your business and expand your client base.
Seamless Integration
Easy-to-use referral system with dedicated support and real-time tracking of your commissions.
Sub-Affiliate Program
Build your own network and earn override commissions on your sub-affiliates' referrals.
2023 Affiliate Program Results
$1.3M+
Commissions Paid
10%
Commission Rate
1,400+
Studies Completed
500+
Active Affiliates
Knowledge Center
Family Office Resources
Access our library of industry-specific resources, case studies, and insights.
Ready to Optimize Your Family Office Tax Strategy?
Join industry leaders who trust our specialized tax solutions. Let's discuss how we can help you maximize your tax benefits.
Average Tax Savings
30-40%