Already have a team? What do we add?

A plan for what the wealth is for and how the assets keep working, coordinated with your attorney and CPA.

What about heirs who aren't ready?

Structure and a teaching plan can hand over control in stages.

Building a legacy

For an established family, the work is making the wealth mean what you want, and land with heirs who are ready.

Map the Equity Centers you already own and what each one is for.
Decide which ones the next generation should learn to run, and when.
Your attorney drafts the structure that passes them on. We estimate the tax, and attorneys draft.

We’re Enrolled Agents. We don’t practice law or draft legal documents. Illustration, not advice.

Questions

Already have a team? What do we add?: A plan for what the wealth is for and how the assets keep working, coordinated with your attorney and CPA.
What about heirs who aren’t ready?: Structure and a teaching plan can hand over control in stages.

Next step

Book a call. We’ll look at what you save and what each Equity Center option means for your taxes.