Our Services
1. Organize your assets into trusts to shield your wealth from lawsuits, debt, and excessive taxation.
2. Create a legacy plan to avoid government probate on your assets and pave a clear path for your heirs.
3. Protect your legacy using strategic structuring and governance.
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 beats 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.
Why Elm
We help entrepreneurs & families plan their estates, shield their assets from lawsuits, minimize taxes, and build governance that preserves wealth—and family unity—for generations.
People we've worked with
"We were fully supported."
" They were able to contribute to every single person's growth and development. That's huge."
- Sarah Teagle
"It's been absolutely life-changing."
“Last 12 months we did more than $11 million in USD sales.”
- Pranav Saraf
"Their leadership style is visionary!"
"I've had the privilege of witnessing the extraordinary evolution of a simple concept into a thriving global enterprise."
- Ana Robinson
"Seth and his team have been a game changer"
"I've been able to
meet him and his family on a personal
level and all of them, they are
great."
- Daniel Alvarez
"My confidence was through the roof."
"'Show up to serve.' That was the shift that changed everything."
- Jared Scheel
"They are there for me whenever I need assistance."
"They're people that I can trust, people that I always refer to if I have any questions regarding business or any questions regarding life."
- Andre Rascoll
"Step by step, practical. And absolutely no fluff."
"I am now serving high net worth clients and scaling with clarity I didn't think was possible."
- Deon Barnard
"Seth has been an absolute asset to me and my company."
"He elevates everything he has worked on with us."
- Robert Guiterrez
“If you get the chance to work with Seth I highly encourage it.”
"I had a lot of fun breaking through barriers, building confidence where I can approach people with enthusiasm, charisma, and empathy.”
Connor Drews
"They have done a phenomenal job"
“It's been phenomenal having people that respond extremely fast and actually do what they say they're going to do in a timely manner."
- Nick Malonga
"Because of you I get to be with my family."
"Because of you now I get
to be with my family and enjoy life
and do the things I want to do."
- Israel Ramirez
"They are willing to pour into your life."
"They care not just about your financial success, but your spiritual success, mental success, emotional success—the success of the whole person.”
- Adam Frlekin
"They're there when I need them."
"The support is top notch. Any time I have questions they get back to me.”
- Mark Lewis
"I have received tremendous value"
"[They] provide real solutions to real problems."
- Lynn Floyd
"We transformed our business from a humble beginning into a thriving enterprise.”
“Their services provided invaluable insights and strategies and have empowered me to scale and grow my business exponentially”
- Paul Sugden
"I never left our coaching session without seeing a light at the end of the tunnel."
" He has a no nonsense approach. Basically everything he talks about, he always gives practical steps."
- Vlad Alexander
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Content is educational—not legal, tax, or individualized financial advice. Legal services are provided by licensed attorneys; insurance by licensed agents; results vary by client and jurisdiction.