Family Member: No heir or a single heir or successor, early-stage wealth holder
Net Worth: ~$1M
Example: A nurse practitioner in her mid-40s owns two homes—mortgage-free, valued at $650K and $350K. She’s unsure how to activate equity for long-term gains or legacy planning.
How We Help: We guide her to convert real estate equity into diversified investments with structured wealth planning.
Course: Foundations of Financial Literacy & Wealth Mapping
Family Member: Entrepreneur managing daily operations
Net Worth: $3M+
Example: A restaurant group owner in his 50s operates three locations, generating $2.5M annually. He hasn’t formalized a succession plan or diversified beyond his industry.
How We Help: We design a transition plan and convert income into investments that last beyond retirement.
Course: Scaling Businesses & Strategic Tax Planning
Family Member: Aging business owner preparing for exit
Net Worth: $3M–$10M
Example: A real estate broker in his early 70s is ill. His children aren’t trained to manage the portfolio. He seeks continuity and control.
How We Help: We manage assets professionally and issue stipends while preparing heirs to eventually lead.
Course: Estate Architecture & Inheritance Planning
Family Member: Interconnected family pooling capital
Net Worth: $5M+
Example 1: A family of healthcare professionals pools funds to build a shared compound.
Example 2: A Southern family develops heir property into modular housing for future generations.
How We Help: We provide legal structures, funding plans, and governance models for shared success.
Course: Collaborative Investing & Family Governance
Family Member: High Net Worth (HNW/ UHNW) family preparing generational transfer
Net Worth: $30M+
Example: A manufacturing founder, age 71, wants to train grandkids while securing the company’s future and ownership.
How We Help: We build a transition plan, create mentoring tracks, and implement employee/family ESOP models.
Course: Legacy Leadership & Intergenerational Business Succession