Shurek Wealth Protection

Private Family Office Advisory

For Advisors & Attorneys:
A clean lane for your clients.

We do not compete with estate attorneys, wealth advisors, or RIAs. We fill the integrated tax coordination role that routinely goes unfilled — and we make every advisor on your client's team more effective.

"You draft. You advise. You manage the portfolio. We model the tax impact, coordinate the implementation, and ensure every filing reflects the strategy. Your client gets a better outcome. You get credit for the referral."

The Partnership Model

Different role. Complementary value.

Most CPA firms are compliance-focused — they file returns after decisions have been made. Shurek operates upstream — modeling tax impact before transactions, coordinating with legal and advisory counsel during implementation, and reporting accurately after execution.

That upstream positioning is what creates value for your clients and makes you look better for having made the introduction. We solve the problem that every sophisticated advisor recognizes: no one is connecting the dots.

Who We Work Alongside

Five referral partner profiles.

Estate Planning Attorneys

We handle the tax modeling, gift tax return preparation, trust income tax reporting, and implementation coordination so you can focus on legal structure and document drafting. Your clients get better execution. You get a reliable tax partner who understands what you drafted.

Wealth Advisors & RIAs

We provide the integrated tax and estate planning coordination your clients need that falls outside your regulatory scope. We do not manage liquid assets — we coordinate the tax strategy around them and make your investment recommendations more tax-efficient.

Insurance Advisors

We connect life insurance structures — ILITs, PPLI, survivorship policies — to the estate plan and prepare the trust returns that follow. We ensure the policy is titled, reported, and Crummey-noticed correctly from day one.

Valuation Professionals

We incorporate your appraisal work into the gift tax return with proper qualified appraisal documentation that satisfies the IRS disclosure requirements. We ensure the 709 is filed correctly and the statute of limitations starts running.

Real Estate Attorneys

For portfolio clients where entity structure, depreciation, and estate planning intersect — we provide the tax overlay that makes the legal structure work as intended from a reporting standpoint.

What We Do

Our scope.

Model the tax and transfer-tax impact of planning strategies before implementation
Coordinate with estate attorneys, wealth advisors, trustees, and valuation professionals
Oversee tax reporting for trusts, gifts, entities, and individuals
Quarterback implementation from strategy through execution
Review asset titling and entity structure for tax efficiency
Provide year-round planning advice around transactions
Prepare all forms — 1040, 1041, 709, 706, 1065, 5500, 6765
In-house cost segregation on real estate acquisitions
Access to proprietary real estate investment opportunities

What We Don't Do

Our boundaries.

Draft legal documents or trust instruments
Provide legal advice or serve as estate-planning counsel
Replace your relationship with the client — we support it
Manage liquid investment portfolios
Recommend strategies with high IRS challenge risk
Compete for your client's primary relationship
Take on clients whose complexity doesn't warrant a real engagement

These boundaries are not marketing copy. They are operational reality. Every advisor we partner with has a clearly defined lane — and we stay in ours.

Ideal Referral Profile

The right client for this platform.

Income Level

$500K+ annual income. $1M–$5M+ for most complex engagements.

Estate Complexity

Active trusts, multiple entities, gifting activity, or growing estate above $5M.

Planning Gaps

No integrated advisor. Returns filed but strategy absent. Advisors working in silos.

Asset Profile

Real estate, closely held business, investment portfolio, or art with significant unrealized gain.

Liquidity Events

Pending business sale, major real estate disposition, or large capital gain event within 12–24 months.

Professional Profile

Attorney, physician, business owner, or real estate investor. High income. Limited planning time.

What a Typical Referral Client Generates — Year One

$90K+

Annual advisory & compliance revenue from one HNW client

$120–200K

Documented first-year tax savings delivered to client

Integrated strategies implemented across income, estate, and real estate

The client who pays $90,000 for integrated advisory and compliance that saves $150,000 in the first year is a client who stays permanently and refers colleagues. That is the referral relationship worth building.

How to Refer

Simple. Fast. Confidential.

Reach out directly to initiate a referral conversation. We respond within one business day, gather basic information about the client's situation, and handle the discovery process from there. You receive a brief summary of our findings and recommendations — keeping you informed without burdening you with the process.

We do not pay referral fees — we believe the right referral relationship is built on shared client outcomes, not transaction economics. What we offer instead is a reliable, professional partner who makes your client relationships stronger and your referrals look better.

For Advisors & Attorneys:A clean lane for your clients.