The complete guide to
private wealth strategy.
Every strategy, every structure, every filing — explained plainly so you understand what each service does, why it matters, and what it is designed to protect. Written for clients, not practitioners.
From first principles
to full implementation.
This guide covers every service and strategy Shurek offers — written with enough plain language to understand the benefit and enough technical detail to know the tool is legitimate. Each chapter is a standalone read or part of a complete picture.
What a Wealth Protection Firm Actually Does
The coordination gap. How this model works. What to expect from the relationship.
Read this chapter →Income Tax Reduction
Cost segregation, defined benefit plans, QSBS, R&D credits, QBI, SALT, bonus depreciation, and installment sales — explained plainly.
Read this chapter →Estate Planning & Wealth Transfer
SLATs, IDGTs, GRATs, dynasty trusts, FLPs, ILITs, and the permanent $15M exemption — what each does, why it matters, what it protects.
Read this chapter →Real Estate Investment & Tax Strategy
Proprietary deal access, in-house cost segregation, real estate professional election, and the basis step-up analysis every investor needs.
Read this chapter →Wealth Preservation & Tax-Free Liquidity
Buy, borrow, die architecture — securities-backed lending, real estate refinancing, art finance, and basis step-up planning at death.
Read this chapter →Business Succession & Exit Planning
Pre-sale timing, QSBS qualification, deal structure, personal goodwill, and charitable exit strategies.
Read this chapter →Charitable Planning Strategies
Charitable remainder trusts, donor-advised funds, CLATs, and the ILIT wealth replacement combination.
Read this chapter →Tax Compliance Infrastructure
Form 1040, 709, 706, 1041, 1065, 5500, 6765 — what each one is, why it matters strategically, and how they coordinate.
Read this chapter →Crypto & Digital Asset Planning
Tax-loss harvesting, DAF strategies, digital wallet estate planning, and QSBS for qualifying blockchain companies.
Read this chapter →The Private Client Relationship
How the year-round relationship works, the planning calendar, and how to begin.
Read this chapter →See which strategies
apply to your situation.
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