Our Family Of Companies
Harmonized to empower professionals serving HNW Families and Businesses
Family Offices • Wealth Management Firms • Law Firms • CPA Firms • Broker/Dealers • Insurance Advisors
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 • Family BusinessEngineering360 • EBenefitsEngineering for Businesses • Business TransitionEngineering • Boomer LifeStage Wealth CoachingTM • Wealth Engineering for Pro-Athlete and Celebs • Wealth Engineering for Medical Professionals • The Give Back Nation Affiliate Program • CharitableCapitalTM Planning • Turnkey Private Label Trust Services Program
|
• The Leveraged ExecutiveLoanTM • The Family Business Private Insurance Company • ShadowEquity Incentive BenefitsTM • TaxEngineered Accredited InvestingTM • The CharitableCapitalTM Gift Annuity Program (CGA) • LeveragedIRA GivingTM • The FamilyGenerational Trust ProgramTM • The PrivateIncome TrustTM Program (PIF) • The ManagedIncomeTM Trust (CRT) • The PrivateGiving FundTM (DAF) • The ManagedLead TrustTM (CLT) |