Apply for Consideration

CONTACT INFORMATION

Let's Start with You

Full Name *

Email Address *

Phone Number

SECTION A

About You and Your Business

Are you currently a business owner? *

YesNo

Primary business type? *

Years in business? *

Annual revenue band? *

SECTION B

Why You're Here

Primary motivation? *

If something went wrong, how would you describe your exposure? *

Active litigation or immediate legal threat? *

YesNo

What pushed you to look for a trust structure now? *

SECTION C

Governance & Acknowledgment

Time willing to spend on trust governance each quarter? *

Comfort with multiple entities and layered bookkeeping? *

Thinking about timing? *

Tax stance *

I want to be defensible and efficient on taxes for the long termI want to reduce taxes as aggressively as possibleI want to eliminate taxes

I understand this is an application, not an offer of services, and that AnchorPoint may decline to move forward if my situation is not a fit for the program.

Let's Start with You

About You and Your Business

Why You're Here

Governance & Acknowledgment

Application submitted