Sep 3, 2026
Introduction For family offices managing substantial multimillion dollar assets, exit planning presents unique challenges, especially when it comes to minimizing capital gains and estate taxes. The Deferred Sales Trust (DST) has emerged as an advantageous estate...
Sep 2, 2026
When the real estate market crashes, most investors retreat. Fear rises, distressed properties hit the market, and buyers move to the sidelines. But for prepared investors, that uncertainty can create some of the greatest wealth-building opportunities. Multifamily...
Sep 2, 2026
In this episode of Build It to Billions, Brett Swarts sits down with Chris Miles, founder of Money Ripples and “Anti-Financial Advisor,” to challenge the traditional path to retirement. Chris explains why relying on a 401(k), saving for decades, and waiting until...
Sep 1, 2026
If you’ve ever dreamed of getting into real estate investing but felt overwhelmed by deal flow, lead gen, negotiation, or building a system that actually works, you’re not alone. Most investors end up stuck on the sidelines because they don’t have a roadmap for...
Aug 31, 2026
Taxes can quietly become one of the biggest expenses for successful entrepreneurs and business owners—but with the right planning, there may be powerful opportunities to keep more of what you earn. In this episode of Build It to Billions, Brett Swarts sits down with...
Aug 28, 2026
What separates entrepreneurs who walk away from their businesses with life-changing wealth from those who leave millions on the table? According to Anthony Englert, founder of ALFA Advisory and former Goldman Sachs wealth advisor, the answer isn’t...
Deferred Sales Trust Company > Blog > Page 7
