
Helping you design your trust success in a sea of information.
Experienced Personal Consulting & Education
Helping you design your trust success in a sea of information.
Experienced Personal Consulting & Education

Helping you design your trust success in a sea of information.
Helping you design your trust success in a sea of information.
It's that moment of truth when you realize that what you thought you knew is...well.... an illusion. You realize you've been duped (literally, duplicated) and you decide to take your financial affairs into your own hands.
We're no ordinary group. We understand the private side vs. the legal person and will help guide you to the land of Oz, er...well, the private trust world.
We're building our team of experts navigating back through an endless stream of uncharted waters.
Sign up to hear from us.
After 10 years of extensive research, we decided to alter our course. Now, we share our passion by helping others. Our ramp up process is designed to empower yourself and outfit them with the tools you need to succeed.
Our service includes a comprehensive education and private consultations from people who have made the transition from public to private to help educate to learn how to set up your affairs accurately. A comprehensive education that includes a project plan with coursework milestones, cost effective solutions, and a chat goup. We also offer a suite of quality products that will help you get there quickly and smoothly. That’s how we ensure your success.
Mentors are key—that’s why when it comes to mentor selection, we’re choosy. We want to give each of you the time and guidance you deserve. Whether you’re seeking a strategic plan, or need to seak directly with someone in the know, together we’ll create and refine your plan for success. We didn’t get there alone. And neither will you.
This is the WHY. Without a firm concept of the how and why, it can be difficult to comprehend what has been done and how to "undo" it.
If you are going the low-cost route to get started, this will walk you through various ways of creating a solid foundational trust.
This is a class you do not want to skip. It may sound super easy and free to get an EIN for your trust, however, choosing the CORRECT jurisditction is CRUCIAL.
You created a trust, now what? How do you transfer your trust res into the trust? We'll break it down for you, and keep it simple.
You have questions, we have answers. Find the most frequently asked questions here.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.