As an early innovator, we have been working with Tribal entities since 2001 and understand the unique needs of Sovereign Nations.
Most of our services are a natural fit for any mid- to large-sized business, and Tribal governments and their business ventures are no exception. The Financial Legacy Benefit Plan (also known as a Deferred Per Capita Savings Plan) is a tax-advantaged way for Tribal Members to defer a portion of today’s per capita distribution to future years.
Why TRI-AD?
Creating legacies
Encourages Tribal Members to defer a monthly amount from their per-capita distribution to be invested
Protecting Assets
Ever-changing gaming regulations can impact portfolios; we stay updated on changes
Relieving Tax Burdens
Help lower current tax burdens
Investment Flexibility
Craft a portfolio that meets your members’ unique needs
