Institutional-grade tax optimization, accessible to every qualified holder
Traditional wealth has used trusts, life insurance, and charitable vehicles for decades to legally minimize tax liability. But these strategies require $150K-$300K in upfront costs and coordination across 4-6 specialists — putting them out of reach for most people facing a large liquidity event.
Offramp's AI collapses the cost and complexity barrier, making institutional-grade tax optimization accessible to anyone with $500K+ in unrealized gains — public stock, a private company, or crypto.
How We're Different
vs. Traditional Tax Advisors
Advisors charge $500-$1,000/hr and take weeks. Offramp's AI provides strategy recommendations in under an hour, then coordinates the specialists needed to execute.
vs. Tax Software
Tax software helps you report what happened. Offramp restructures what will happen — preventing the tax event entirely rather than documenting it.
vs. DIY Research
The strategies we implement involve 9+ legal instruments across trusts, insurance, and real estate. The coordination complexity alone justifies professional infrastructure.
vs. Reporting Tools
Reporting and crypto-tax tools calculate your liability. Offramp restructures to reduce it — we start where they stop, after the cost basis is calculated.
Average Tax Without Planning
Average Rate With Offramp
Legal Instruments Combined