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Bringing Fortune 500 style
deferred comp to trial
lawyers
We administer $3 billion of tax-deferred fees. Our clients use their own financial advisors.
Rick Ehrhart, President & CEO explains and clients share their experiences:
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IRS Clears Path for Hedge Fund Manager's Tax-Deferred Investment of Performance Compensation
We led the initiative to secure Revenue Ruling 2014-18. Issued June 10, 2014, the ruling confirms that investment funds can provide Managers with incentive compensation in the form of FMV options/stock appreciation rights (SARs). As a result, Managers can accumulate wealth pre-tax, tax-deferred and improve their alignment with long-term institutional Investors.
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CaR® Trust for Trial Lawyers
Pre-tax, tax-deferred investing is a Powerful thing.

Go here for more information about trial lawyers' opportunity to invest fees pre-tax, tax-deferred, with their own financial advisor.

FAR®s for Hedge Fund & Private Equity Managers
Pre-tax, tax-deferred investing is more powerful than "Carry."

Go here for more information about investment managers' opportunity to invest performance compensation pre-tax, tax-deferred, compounding at the performance of the hedge fund or private equity fund.

WHO WE ARE
Get an overview of the firm.
Meet our leadership.
Learn about our people, values
and innovative spirit.
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OUR PEOPLE & SERVICE
We work at maintaining a team of believers who are service-minded and people-oriented.
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OUR INNOVATION
Inventing new and better deferred and incentive compensation requires not only the wisdom that comes with experience, but the willingness to ask "Why Not?"
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OUR VALUES
Learn about our commitment to teamwork, alignment and continuous improvement.
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Learn how Optcapital helps law firms,
investment funds and institutional investors
accumulate greater capital, borrow more easily
at lower cost, and retain their key people.
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OUR WAY
We not only think of new and better ways, but we implement and administer with a robust complement of "high tech" and "high touch."
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LAW FIRMS
Read about how our patent pending CaR® Trust frees trial firms from their dependency on borrowing and partner capital calls.
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INVESTMENT FUNDS
Learn about how our FAR® Fund Platform improves the partnership between institutional investors and managers of hedge funds and private equity funds.
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NEWS
Explore this section for the latest on
our thinking and activities, and
regulatory developments.
Read about our GAIM Rising Star Award and
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OUR THINKING
Read our articles and white papers.
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EVENTS
Take a peek at upcoming events.
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LAWS & REGULATIONS
Go here for news on changes in laws and regulations, and our work with Congress, Treasury, SEC and DOL to improve law governing deferred and incentive comp.
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