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.