How it works

    01

    Take our quiz

    Take our estate planning quiz for families and businesses

    02

    Get Educated

    Get educated on private trusts and asset protection

    03

    Set up a Private Trust

    Set up a private family trust or business succession trust

    04

    Steward your legacy

    Steward your legacy and ensure multi-generational wealth management

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    Guided Education

    Not only can we get you started with private trusts but we will teach you strategies that will make sure the IRS, and creditors dont inherit more than your kids do.

    A Will is not enough Beginner

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    Location 5 min

    Asset Protection Beginner

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    Location 6 min

    Trusts & Taxes Advanced

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    Location 8 min

    What People Say

    Customer Testimonials

    Hear how business leaders, investors, and families are using our platform to protect their assets, build private trusts, and steward their legacy for generations.

    “Truly special, I don't fully understand it yet. I just knew there was something special about it that I knew that this was a pivotal moment. To be in this position, to be able to have this and be able to set the course.”

    Calvin T.
    Board Member, Private Equity Firm

    “I didn’t have a family vault, I had to buy one. We've got to protect this...”

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    Position, Company name