Our Family Of Companies

Harmonized to surround the ever-changing needs of Managers of Complex Wealth.

Single and Multi Family Offices • Insurance and Investment Professionals

Wealth Management Firms • Legal & Accounting Firms

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 Our Cache of Client Marketing and Advanced Strategy Programs

Private Label Solutions — Branded marketing materials supported by coaching, case design and training

• The Family Wealth Hub Dashboard
    The Ultimate Family and Business Ecosystem Infrastructure

• Family BusinessEngineering360
   Dealing effectively with their financial life support systems

• EBenefitsEngineering for Businesses
   Coordinate employee benefit strategies and tactics effectively

• Business TransitionEngineering
    Transitioning business ownership effectively and efficiently

• Boomer LifeStage Wealth CoachingTM
    Capture TopTier BoomersTM - The Top 9%, HHI of $150,000+

• Wealth Engineering for Pro-Athlete and Celebs
    Dealing effectively with their entire financial ecosystem

• Wealth Engineering for Medical Professionals
   Dealing effectively with their financial life support systems

• The Give Back Nation Affiliate Program
    Maximize “community involvement” for Advisors and Clients

• CharitableCapitalTM Planning
    Planned Giving Redefined - The third form of financial capital

• Turnkey Private Label Trust Services Program
    Powered by a unique trust company and powerful state trust law

• The Leveraged ExecutiveLoanTM
    A alternative to split dollar/deferred compensation design

• The Family Business Private Insurance Company
    Multiple risk, tax and business planning opportunities

• ShadowEquity Incentive BenefitsTM
    Ownership Motivation without the Ownership

• TaxEngineered Accredited InvestingTM
    A paradigm shift in investment, tax and risk management

• The CharitableCapitalTM Gift Annuity Program (CGA)
    A lifetime of receiving through givingTM

• LeveragedIRA GivingTM
    Converting IRA Assets into CharitableCapitalTM

• The FamilyGenerational Trust ProgramTM
    Tax deferred investing within a generational trust

• The PrivateIncome TrustTM Program (PIF)
    Income and tax savings while living - giving at death

• The ManagedIncomeTM Trust (CRT)
    Management of income, investing, taxation and giving

• The PrivateGiving FundTM (DAF)
    A Private Labeled DAF turnkey platform

• The ManagedLead TrustTM (CLT)
    Management of income, investing, taxation and giving