More for your client.More for your practice.

No. Nothing changes about your deal. Your client still sells, you still close, you still get paid. The RETT is set up in parallel and never touches the purchase agreement, the closing timeline, or your commission.

$10,000 for every referred client that engages with BrookHaven.

When the client formally engages with us. The fee is not paid for an introduction alone.

No. You need to know enough to identify a fit and make the introduction. BrookHaven handles all of the technical work, the tax analysis, the trust formation, and the strategy implementation. You are the connector, not the advisor.

Something as simple as: “I work with a firm that helps real estate owners keep significantly more of their proceeds after a sale. They handle the tax strategy, asset protection, and privacy. Would you be open to a conversation with them?” That is enough. We take it from there.

At least $1,000,000 in capital gains from the sale of investment or commercial real estate. Ideally a sale price of $3,000,000 or more. The client should not need 100% of proceeds in cash at closing.

We schedule a confidential evaluation call with your client at no cost. On that call, we assess fit, model their specific tax savings, and walk them through the process. We keep you informed throughout.

A comprehensive wealth transition framework that integrates tax deferral, tax aware investing, advanced tax planning, asset protection, and privacy into a single coordinated strategy for real estate owners.

Your client sells their property just like they normally would. Instead of the proceeds triggering a big tax bill at closing, they go into a trust your client controls. From there, BrookHaven deploys a coordinated set of strategies that reduce what they owe, keep their money invested and working, and wrap it all in protection and privacy.

Your client does not have to buy more real estate. They diversify into a professionally managed portfolio, gain asset protection and privacy, and access ongoing tax planning, none of which a 1031 provides.

Institutional backing and a broader scope. A world class asset manager handles the investments, and the strategy goes well beyond tax deferral into integrated tax planning, asset protection, and privacy

No. It is a grantor trust, meaning your client is treated as the owner for tax purposes and they define the investment objectives. They can access their money at any time.

Yes, as long as they have not entered into a binding sale agreement.

Yes. We can get started early in the process or set it up right before closing. Either way it never interferes with your transaction.

We encourage it. We coordinate with their existing advisors throughout the process. BrookHaven is a specialist that works alongside their current team, not a replacement.

Your client controls the trust. They define the investment objectives. They can access their money at any time. And we coordinate with their existing advisors. Nothing happens without their direction.

Commercial, multifamily, industrial, farmland, ranch land, retail, office, and other investment real estate. The property cannot be inventory or held primarily for sale in the ordinary course of business.

At least $1,000,000 in capital gains.

No.

No. Every client that engages earns a $10,000 referral fee.

Yes. We use a simple written referral agreement that outlines the terms, the fee, and the disclosure requirements. It protects both of us.

Yes. The RETT Strategy is available nationally.

BrookHaven is a multidisciplinary planning firm that brings together CPAs, attorneys, financial planners, and insurance professionals. The RETT Strategy is backed by institutional partners, including one of the largest asset managers in the world.

Reach out to our team directly. We will walk you through the partnership, answer any questions, and get you set up to start making introductions immediately.