Services

Our Services

Our services focus on using the money you would normally pay as taxes to instead benefit you and your beneficiaries for many generations to come.

We combine common and less-known strategic planning tools to create asset protection structures that shield and build your wealth for years to come. We are not financial advisors. We welcome relationships with your financial advisors and team members.

TAX SAVING

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With our 3-step tax reduction program, we can provide tax-saving tips that can earn you upwards of $150,000 in savings annually.

Step 1) A Detailed Analysis: We take a look at your business structure, goals, and how your income, deductions and capital assets are built. After an initial free phone consultation and then a review of your assets, you will know how to save a significant amount in taxes annually, while providing much better protection for your assets.

Step 2) Goal Alignment: Do your goals accurately reflect what is really important to you? And does your business structure reflect that? Are there alternative ways to approach your goals that might be more productive and more reflective of what successful multi-generational families do? We will help you to see the opportunities and seize them.

Step 3) Tax Plan Implementation: What if you could pay taxes on only what you need rather than on what your business(es) are earning? How much will you save and how much benefit will you enjoy with any alternative structures? Let us show you!

 

WEALTH BUILDING

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With our Family Fortress Plan, we help you protect your assets by aligning your goals
with strategies used by some of the most successful people in the world.

Wealth Building Webinar

Join us every Thursday afternoon for The Family Trust Institute, LLC Free Live Webinar series. On these free webinars, you will learn how to A) Never Pay Capital Gains Taxes Again; B) Protect Your Assets So You Will Never Return To The Poorhouse; and C) Double The Value Of Your Time In Half The Years

We will help you create a strategic road map to achieve the massive benefits of our tax-friendly asset protection structures and reach your long-term family goals.

Protect What Matters Most!

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LEGACY PLANNING

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2-Day Assessment and Next-Level Systems Plan

We live in a sea of riches we don’t even think about. Aligning your values shifts your perspective towards success, which, with careful and thoughtful legacy planning, can last through generations.

Step 1) Analyze Your Current Plan: Do you currently have a legacy/estate plan? Through our analysis, we will be able to compare your plan with those of successful multi-generational families. From there, we can start to fill the gaps and get you on the right track towards protecting what matters most.

Step 2) Protect What Matters Most: Now that you recognize what is most valuable to you, let us help you keep it. With our methods, we can help you maintain a system of building individual and family strength.


Create Structures for Long-Term Success!

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