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