The principals of CatMark Incorporated have spent over 30 years in product research and development, marketing, and sales.

We focus on well defined niche markets with specific needs and develop suitable tax-advantaged strategies to meet those needs. We offer unique software products and practical consulting services that support solutions for these specific markets.

The original Catalyst platform is a software program for wealth preservation and transfer solutions. It was one of the first tools created to aid in presenting the advantages of target asset estate planning.

The software is developed and supported by Utilistar Process Automation. For more information, click to view their web site at www.utilistar.com.














All numerical values are estimates; examples are for illustrative purposes only and are based on hypothetical interest and tax assumptions. When considering asset reallocation, we suggest that all prospective users consult with a tax specialist, attorney, or financial advisor.