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
   The Ultimate Family Office Infrastructure

• Turnkey Private Label Trust Services Program
   Powered by Alliance Trust Company and Nevada Trust Law

• Family Business Financial Engineering
   Dealing effectively with their financial life support systems

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

• CharitableCapitalTM Coaching
   Planned Giving Redefined — The third form of financial capital

• Pro-Athlete and Celeb Financial Coaching
   Dealing effectively with their financial life support systems

• Financial Coaching for Medical Professionals
   Dealing effectively with their financial life support systems

• Financial Coaching for Pro-Athletes and Celebrities
   Dealing effectively with their financial life support systems

• Compensation Engineering for Businesses
   Coordinate employee benefit strategies and tactics effectively

• The Give Back Nation, a non-profit, Affiliate Program
   Maximize “community involvement” - Launch a GBN Affiliate

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

• 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)
   Enhanced management of income, investing, taxation and giving

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