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Planning Tool · Corporate Structures

Map a corporate structure — visually.

Drag entities onto the grid, connect ownership, and label share classes. Load a common structure to see how trusts and holding companies are used — and why.

Add an entity above, or load an example structure to begin.
Thinking about a Holdco or a family trust?

Let’s design the right structure for you.

A diagram is where the conversation starts. The real value is tailoring it to your business, your family, and the tax rules that apply — and implementing it correctly the first time.

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