Partner Network
Offramp connects holders of concentrated positions — public, private, and crypto — to best-in-class providers across our network of financial infrastructure. Join to access qualified clients and streamlined workflows.
PPLI Carriers
Offshore insurance carriers offering Private Placement Life Insurance wrappers for tax-free growth and liquidity.
Trust Companies
Nevada, Delaware, and SD trust companies providing Dynasty Trust, IDGT, and GRAT administration services.
Asset Custody
Institutional-grade custody for the securities and digital assets held within trust and PPLI structures.
Tax Attorneys
Specialist attorneys in trust formation, securities and digital-asset taxation, and IRS compliance for complex structures.
Estate Planners
Estate planning professionals experienced in multi-generational wealth transfer for holders of concentrated stock, private equity, and crypto.
CPAs & Tax Advisors
CPAs handling cost-basis reporting across brokerage, private-company, and digital-asset positions, entity structuring, and ongoing compliance.
OZ Fund Sponsors
Qualified Opportunity Zone fund managers offering real estate investments for tax deferral and exclusion.
Lending Desks
Institutional lending desks providing securities- and asset-backed loans — public stock, fund interests, or crypto — without triggering taxable events.
Valuation & Appraisal
Qualified appraisers for private-company, restricted-stock, and digital-asset valuations required by the IRS for trust transfers and charitable contributions.
Why Join the Offramp Network
Qualified Deal Flow
Access pre-vetted holders of concentrated positions — public stock, private equity, and crypto — with $500K-$25M+ actively seeking tax-aware exit planning.
Integrated Workflows
AI-generated documents, client profiles, and strategy recommendations streamline onboarding and reduce administrative overhead.
Revenue Growth
Earn structuring fees, recurring advisory revenue, and platform incentives as part of the Offramp partner ecosystem.