Built for serious money. Structured to last.
Two private structures for founders and families with $10M or more. Explore both, then request a full briefing when you're ready.
Two structures.
Different starting points, same goal: keep more of what you've built and pass it on.
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Private structure $10M+ invested
Keep the strategy. Change the structure.
For large investment portfolios. Your money stays invested the way it is today, its growth goes untaxed, you can still reach it, and what remains passes to your family.
$81.8M instead of $33.6MSame $10M, same 6.5% a year, after 40 years. Illustrative, not guaranteed.
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Leverage-backed structure Founders and operators
Self-made wealth. Structured forever.
Other people's capital funds the structure. You build untaxable income and a legacy from a fraction of your net worth.
No check. No new debt.At $20M and up, private capital can fund it, and nothing is added to your balance sheet.
Request a full briefing.
Optional. Tell us a little about you and we'll walk you through whichever structure fits.