CPAs and Advisors

Let Kubera handle complex tax strategies with complete legal and administrative support so that you focus on what matters most: your clients’ wealth

Tailored Strategies for every situation

Leverage our expertise to implement advanced tax-saving solutions, including CRUTs, CLATs, GRATs, IDGTs, SLATs, ILITs, Crummey Trusts, QSBS Stacking, Solar Investment Tax Credits, and more.

From insight to execution

Our specialists take you beyond ideas into real outcomes—bridging planning and implementation while keeping it practical and client-friendly, without legal friction.

Complex planning, made clear

Deliver meaningful tax advantages to your clients while we manage the heavy lifting—strategy design, documentation, trust oversight, optimization, and more.

Proven client experience

No hidden processes. Work together, exchange deliverables, and monitor client progress seamlessly through your own branded interface.

Strategies that differentiate

Win more clients by turning sophisticated tax planning into a simple, compelling advantage.

The Complete Guide to Delivering $100K+ Tax Savings for Your Clients

Differentiate your practice with proven strategies that help your clients save on taxes while you keep control of the relationship. What’s you get:
‍
• 10+ proven strategies
with real client scenarios
• 6–7 figure tax savings projections
• Step-by-step implementation workflows
• When to use each tax mitigation strategy: capital gains, income, QSBS stacking, estate

SERVICES
Alternative Investments
Asset Acquisition & Management
Wealth Preservation & Creation
Tax Optimization

INVESTMENTS
Real Estate
Startup & Venture Capital
Private Equity
Private Credit
Current Deals

WHO WE SERVE

Family Offices
Institutions
Retail Investors
Non US Residents

Office: 1657 Cary Reserve Dr, Cary, North Carolina 27519

Email: investors@kuberacap.com

© 2026 Copyrights preserved with Kubera Capital Investments LLC

Financial Planning and Wealth Management

provided by Trillium Square Advisors LLC

Kubera Capital Members have access to financial planning and wealth management designed for physicians to achieve their financial goals.

About Trillium Square Advisors LLC:

  • Independent, fee-based fiduciary advisor serving individuals and businesses
  • Provides financial planning and investment management services
  • Short one-time consultation or ongoing engagements
  • Access to public as well as private market investment ideas
  • Unique investment strategies to minimize market risk - long term or short term investments

Fee schedule:

Service List price Kubera Capital Member discount
Financial Consultation $ 295 per hour 20%
Financial Planning
(1 year subscription)
$ 330 per month 20%
Investment Management 0.59% to 1.19%
of assets under management
20%

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The International Entrepreneurs (TiE), was founded in 1992 in Silicon Valley by a group of successful entrepreneurs, corporate executives, and senior professionals with roots in the Indus region.

TiE Carolinas is a not-for-profit organization with a mission to foster and support entrepreneurship in the Carolinas. We have three objectives: Facilitate networking among members, foster and nurture entrepreneurship and integrate our membership with the mainstream community.

CHARTER MEMBERS

TiE Carolinas Charter Members (CMs) are successful, high-profile entrepreneurs, corporate intrapreneurs and thought leaders, who have reached a stage in their professional life when they are ready, willing and able to contribute to fellow members. CMs are the pillars of the organization and provide critical impetus that allows each Chapter to succeed in its mission to fostering entrepreneurship in its community.

TiE Carolinas’ Charter Membership is offered on a “by-invitation-only” basis in accordance with a due process specified in our Chapter By-Laws that requires two-thirds majority approval of existing CMs. It is restricted to accomplished individuals who demonstrate the ability and willingness to help entrepreneurs in our community.

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