Help your clients reduce tax liability through a proven charitable strategy.
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CPAs and Tax Professionals
Advisors looking for compliant, proven charitable strategies to help clients reduce tax liability without adding operational burden.
Wealth Managers, Attorneys & Financial Professionals
Experts seeking high-impact planning tools that support long-term financial and charitable goals.
Family Office & Private Client Specialists
Those managing complex financial needs who want vetted, turnkey strategies that deliver measurable results.
Trusted Connectors & Industry Peers
Individuals with strong networks who want to introduce meaningful opportunities to clients or peers in a professional, low-pressure way.
B10 Capital has earned a place on the Inc. 5000 list for both 2024 and 2025, proving our sustained growth, trusted partnerships, and commitment to excellence.
The B10 Capital team includes professionals with deep experience in tax law, accounting, and charitable giving. Together, they have helped clients contribute hundreds of millions through pre-qualified HSI programs to reduce taxable income safely and efficiently.
Beyond their credentials, our team members sit on bank boards, chair university finance departments, and have built and exited successful companies. Together, they bring unmatched expertise, integrity, and professionalism to every transaction.
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