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 • 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) |