PurMark

Beyond Advisors.
Build Wealth Structure.

Most advisors manage portfolios. We architect structure.

Sophisticated wealth architecture for investors managing $5M-$25M. Entity structure, cash flow generation, asset protection, tax optimization, and legacy planning—five layers working together as a complete system.

$5B+
Thiel Roth Strategy
$10M
QSBS Exclusion Cap
0%
PR Act 60 Cap Gains
Dynasty Trust Timeline
PurMark

Sophisticated wealth architecture for investors who think in systems, not shortcuts.

Featured Strategies

Advanced wealth structure that traditional advisors either don't know or won't discuss. Each strategy represents a node in a larger wealth architecture—trusts, entities, asset protection, and tax optimization working together.

The Thiel Roth

Using self-directed IRAs for pre-IPO equity, private placements, and asymmetric bets. How Peter Thiel turned $2,000 into $5B tax-free—and why the strategy still works.

Complexity: Medium
Ideal For: Founders, Angels

Puerto Rico Act 60

4% corporate tax, 0% on capital gains for new residents. The real numbers on what it takes, who it works for, and the actual lifestyle trade-offs at $10M+ exit scenarios.

Tax Savings: ~20%+
Min Investment: Relocation

Asset Protection Structure

Layered entity structures, domestic asset protection trusts, and offshore components. Protecting wealth from litigation, creditors, and predatory claims through systematic legal architecture.

Complexity: High
Ideal For: Business Owners

PPLI Structures

Private Placement Life Insurance as a tax-free wrapper for hedge funds and alternative investments. No capital gains, no dividends tax, no estate tax on growth.

Minimum: $1M+
Estate Benefits: Unlimited

QSBS Section 1202

Exclude $10M in gains (or 10x basis) from federal taxes on qualifying small business stock. C-corp structuring for entrepreneurs planning 5+ year holds.

Exclusion: Up to $10M
Hold Period: 5 Years

Dynasty Trusts

Establishing perpetual trusts in favorable jurisdictions (Nevada, South Dakota, Delaware) to benefit multiple generations without estate taxes at each transfer.

Timeline: Perpetual
Jurisdiction: State-Specific

Mega Backdoor Roth

Contributing $69,000/year to retirement accounts (vs. $7,000 standard) through after-tax 401(k) conversions. Combining contribution limits with tax-free growth.

Annual Cap: $69K
Setup: Solo 401k/Plan

Generate Income While You Structure

PurMark focuses on wealth structure—trusts, entities, estate planning, and asset protection. For systematic portfolio income generation through covered calls and options strategies, explore Cash Flow Machine.

Visit Cash Flow Machine →