How to Enroll in Severino’s Advanced Wealth Transfer Program (2026)

What is Advanced Wealth Transfer and Estate Planning Service?

A comprehensive, attorney‑backed program that helps high‑net‑worth individuals move assets to heirs, reduce estate tax exposure, and protect wealth across generations.

Affluent professionals and business owners looking for a wealth transfer strategy 2026 often ask whether to use a private family office service or an external advisor. In 2026, the federal estate tax exemption jumps to $15 million per person, unlocking new opportunities for estate tax reduction planning. This guide walks you through the exact steps to enroll in Severino’s personalized program.

Why 2026 Is a Pivotal Year

• The One Big Beautiful Bill Act (OBBBA) permanently raises the basic exclusion amount to $15 million per individual, up from $13.99 million in 2025. This change is documented by the IRS and will be indexed for inflation thereafter.
• Global high‑net‑worth wealth surged 8.7 % in 2025, reaching $98.3 trillion, according to the Capgemini World Wealth Report. The same trend fuels demand for sophisticated trust and fiduciary services.
• The number of HNW individuals worldwide now stands at 41.3 million, with ultra‑high‑net‑worth (UHNW) families holding $59.8 trillion of that total, per Altrata. More families are seeking business succession planning and cross‑border estate planning to preserve legacy.

How to Sign Up for Severino’s Advanced Wealth Transfer Program

1. Initial Confidential Consultation – Schedule a 60‑minute video call with a senior fiduciary advisor. Bring a high‑level asset summary (real estate, equity stakes, retirement accounts) and any existing estate documents.
2. Eligibility Screening – Severino requires a minimum of $5 million in investable assets and active ownership of a qualified business entity. The screening also checks for cross‑border exposure and pending liquidity events.
3. Custom Strategy Blueprint – After the screen, the advisory team drafts a tailored wealth transfer strategy 2026, outlining trusts, charitable remainder trust setups, and debt‑free liquidity planning.
4. Engagement Letter & Fee Disclosure – Review the letter that details private wealth advisory fees (typically 0.75 % of assets under management plus a set-up fee) and sign electronically.
5. Implementation Phase – The team coordinates with your legal counsel, accountants, and corporate secretaries to create trusts, file tax elections, and restructure ownership where needed.
6. Ongoing Review – Quarterly performance and compliance reviews ensure the plan adapts to market changes, legislative updates, and family milestones.

How to Qualify (quick checklist)

• Net worth: $5 million+ in liquid or semi‑liquid assets.
• Business interest: Ownership in a privately held company, partnership, or LLC.
• Residency: U.S. tax residency; non‑U.S. ties accepted with additional documentation.
• Goal alignment: Desire for tax‑efficient inheritance strategies, multi‑generation asset protection, or charitable giving.

What documents should I prepare?: A recent balance sheet, recent tax returns, corporate bylaws, and a list of intended beneficiaries.

How long does the enrollment process take?: Most clients complete the intake and receive a strategy blueprint within 4‑6 weeks.

Pros and Cons of Using Severino’s Service

Pros

• Integrated fiduciary wealth management with seasoned estate attorneys.
• Access to cross‑border estate planning experts for families with overseas assets.
• Fixed fee structure that scales with asset size, offering cost transparency.

Cons

• Minimum asset threshold may exclude newer high‑net‑worth earners.
• Some clients prefer a fully in‑house private family office rather than an external advisor.
• Initial set‑up fee can be sizable, though it is offset by long‑term tax savings.

Can I add a charitable remainder trust after enrollment?: Yes, Severino’s team can incorporate a CRT at any stage, allowing you to claim an immediate charitable deduction while securing a lifetime income stream.

Will my liquidity event trigger additional taxes?: The program includes liquidity event planning to pre‑emptively allocate tax reserves, restructure equity, and use installment sales to smooth tax liabilities.

Bottom line

Enrolling in Severino’s Advanced Wealth Transfer Program in 2026 gives you a structured, tax‑efficient pathway to move assets, protect family wealth, and meet legacy goals. The elevated $15 million exemption and rising global HNW wealth make timely action essential.

Ready to see if you qualify?

Disclosures

This content is for educational purposes only and is not financial advice. severino.app may receive compensation from partner lenders, which may influence which products are featured. Rates, terms, and availability vary by lender and applicant qualifications.