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Reef Point, LLC

Reef Point, LLC

Deferring Recoginition of Capital Gains

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Thank you for choosing Reef Point!

We appreciate your decision to explore Reef Point’s solutions. Whether you are looking into Deferred Sales Trusts (DST) to manage capital gains or seeking guidance on asset protection, our team is ready to provide personalized support. We strive to help you make the most of your financial opportunities.

Thank you for choosing Reef Point as your trusted advisor for tax deferral strategies and wealth management.

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Welcome

Reef Point LLC was founded by Gregory H. Reese who is one of only 13 Trustees in the US for Deferred Sales Trusts.

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Contact

3525 Hyland Ave., Suite 145
Costa Mesa, CA 92626
714-581-5376
info@reefpointusa.com

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As an authorized and approved Trustee for the Deferred Sales Trust and Member of the Estate Planning Team (EPT), Reef Point, LLC promotes the use of the Deferred Sales Trustâ„¢ or other estate planning techniques and is not responsible for recommendations made by other members of the Estate Planning Team, including the Deferred Sales Trust or other tax, legal or estate planning strategies.

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