ESTABLISH GENERATIONAL WEALTH
Network your family’s resources together
- Create a legacy
- Build an infrastructure
- Increase income & assets via real estate
What we do?
We help form the:
- Vision
- Mission Statement
- Family Trust
- Limited Liability Company
- Family’s Educational Fund
- Family’s Retirement Fund
- Family Foundation
- Family Endowment Fund
- Family Legacy
What’s included?
- Meet with the family
- Initial meeting
- Establish the organization meeting
- Status meeting
- Follow-up meeting
- Family financial vision
- Mission statement
- Family trust
- Limited Liability Company
- Educational fund
- Retirement fund
* after the initial meeting, if you are not interested in our services, your fee is 100% refundable.