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ABOUT
Who We Are
Leadership Team
Our Mission:
Our Mission is to help families & business owners tactically grow, preserve, and transfer wealth through estate planning & education
Our Vision:
Our Vision is to be the most trusted partner in guiding the stewardship of wealth—ensuring continuity, control, and confidence across generations.
SERVICES
Services
Private Trust Roadmap
Trust Design
Trust Education
Specialized Services
Exit Planning
Contract Governance
Asset Smart App Coming Soon
Monthly Plans
Annual Subscriptions
Investing
Private Lending
Partner Services
Insurance
Private Investing
BUSINESS SOLUTIONS
Private Structuring
Protect assets, reduce exposure, and preserve control through proper positioning.
Trust Architecture
Designing trusts that operate during life—not just at death.
Contact & Strategy
Speak with our team to evaluate risk, structure, and next steps.
Business Solutions
Asset Protection
Trust Planning
Tax Mitigation
Estate Planning
Entity Structuring
Business Succession
Family Wealth Planning
Investor Structuring
Use Case
Lawsuit & Creditor Exposure
Business Sale or Exit
High Income / High Taxes
Multiple LLCs or Entities
Real Estate Holdings
Family Wealth Transfer
Privacy & Probate Concerns
Unequal or Complex Heirs
Long-Term Asset Control
Legacy & Continuity Planning
Resources
Guides & Education
Workshops & Events
Knowledge Center (Coming Soon)
Client Onboarding
Asset Smart App (Coming Soon)
Free
Access to Free Asset Smart Dashboard that includes a way to track current exposure and positioning.
Basic
Trustee & Heir Education for Families just getting started in planning.
Trust Fund Plan
A Plan that includes a private trust structure for optimal wealth transfer to heirs.
Business Plan
A Plan that includes a private trust structure for a business owner looking to increase their wealth while decreasing exposure.