Zach Thomas
I help business owners & high earners build tax-advantaged, borrowable cash reserves using max-funded IULs — so they can grow wealth, access it freely, and protect what matters most.
- Role
- Junior Partner at Sovereign Assets
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Zach Thomas
I architect private capital strategies for founders, business owners, and high-income…
Experience
Junior Partner
Jan 2023 — Present
I help business owners and high-income professionals build liquidity, reduce taxes, and acquire assets using max-funded IUL contracts under the Infinite Banking Concept.• Custom-designed IUL structures for tax-free compounding• Leverage strategies for real estate, M&A, and PE• Strategic partnerships with M&A firms, private equity, and lending• Specialized tax structure support (Private Express Trusts)
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