What We Do
We stand between your hard-earned assets and potential threats.
Protect
Protect your wealth from the government.
Bypass
Keep your loved ones out of the horrors of probate court.
Plan
Plan a legacy that secures the future of your loved ones.
How it Works
Strategic planning that cuts through complexity and guards your family's future
We do the heavy lifting.
We ask lots of questions. We seek to deeply understand your concerns and long term dreams.
We craft a legacy path.
This is no one-size-fits-all. We find out *exactly* what you want. We advise you on pitfalls to watch out for.
We execute the documents.
All the planning in the world is worthless until executed. We draft, revise, and coordinate the notary signing for you.
Get Your Legacy Plan Summary Now
Answer a few questions and we'll show you the exact documents you need to protect your family and keep the government's hand off of your assets.
Watch: Our 6 Guiding Principles
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Our 6 guiding principles
After nearly three decades protecting families, here's what we stand for—no exceptions.
Stewardship over sales
Do: Recommend only what we’d use ourselves.
Don’t: Push products that bloat cost or complexity.
Integrity—no exceptions
Do: Operate fully within the law and spirit of the law.
Don’t: Law-bend or hide risks.
Client first, always
Do: Act as if your money were ours.
Don’t: Accept conflicts of interest.
Clarity over complexity
Do: Plain-English explanations and one-page summaries.
Don’t: Bury decisions in jargon and 60-page binders.
Education before implementation
Do: Teach heirs and document governance.
Don’t: Ship a structure no one can run.
Privacy & discretion
Do: Minimize exposure; tight access controls.
Don’t: Overshare sensitive data or rely on weak systems.
Stories that matter
Why hundreds of families choose our system
FAQs
Clear answers about protecting your family's wealth and legacy
We educate families and coordinate expert professionals to protect and grow your wealth strategically. Our approach combines education with precise legal and financial coordination.
Entrepreneurs and families serious about privacy, tax efficiency, and building a lasting legacy. We work with forward-thinking individuals who want comprehensive wealth protection.
We lead with strategy-first education. Unlike traditional firms, we coordinate trusts, licensed attorneys, and specialized agents to create a comprehensive protection plan.
Yes. We collaborate seamlessly with your existing CPA, attorney, or insurance agent. If needed, we can also introduce vetted professional partners.
We use restricted access protocols, mandatory NDAs, need-to-know information sharing, and secure digital systems to maintain the highest level of confidentiality.
Still have questions?
Answer a few questions and we'll show you the exact documents you need to protect your family and keep the government's hand off of your assets.