Intra-Family Investing

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┬ámeeting
    • Status meeting
    • Follow-up meeting
  • Family financial vision
  • Mission statement
  • Family trust
  • Limited Liability Company
  • Educational fund
  • Retirement fund

 

 

Guarantee-Money_Back

* after the initial meeting, if you are not interested in our services, your fee is 100% refundable.