Still Losing Six Figures to Taxes Each Year? The Ultra -Wealthy Don't -- Here's Why.
Trust = Protection
IUL = Inheritance
Foundations = Impact, Tax Strategy & Control
When you have all three -- you don't just pass on money. You pass on power, purpose, and a lasting legacy.
Your income is impressive. Now let's make your legacy unshakable.
Discover how our Private Foundation Concierge Service helps high-earners like you.
WHO WE SERVE?
High Achievers earning $500,000 to $20,000,000 + annually. Entrepreneurs, investors, entertainers, and professionals.
Our Clients Value:
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Privacy & Control
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Smart Tax Strategy
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Generational Wealth
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Impact-driven Legacy
💼WHY THIS MATTERS?
Trusts. Life Insurance. Foundations
What's the Difference?
Trusts
- What they do: Protect assets, avoid probate, direct how money is passed down.
- What they don't do: Reduce your annual tax liability or create a public-facing vehicle for giving.
Life Insurance (IULs)
- What they do: Provide tax-free money to heirs when you pass away.
- What they don't do: Allow you to control how that money is used for generations or fund your purpose-driven impact while you're alive.
Now, Enter the Private Family Foundation
Even if you already have a Trust and Life Insurance -- you're still exposed if you don't have a Private Foundation.
What a Private Foundation Does:
- Let you reduce taxes every single year while you're alive.
- Allows your family to control charitable giving and assets forever.
- Enables you to legally hire your children, create scholarships, and fund causes you care about.
- Acts as a public expression of your values, wealth, and legacy -- not just a private wealth tool.
Think of it like this:
- Trust = Protection
- IUL = Inheritance
- Foundations = Impact, Tax Strategy & Control
When you have all three -- you don't just pass on money. You pass on power, purpose, and a lasting legacy.
Could Legacy be the New Flex 💪
Wealth that dies with you isn't a legacy.
Control that lives forever is.
Concierge Tax Strategy for Us, By Us
This isn't your accountant's basic tax play--this is elite strategy by someone who gets your grind and your goals.
What Is The Real Cost Of Not Having A Private Foundation?
❌You lose control and protection of your family's wealth.
❌Your wealth is vulnerable to estate and gift taxes.
❌You donate but miss out on full tax advantages.
❌You risk losing control over a lasting legacy that outlives you.
💡THE LEGACY & TAX FREEDOM BLUEPRINT:
Control Protection Simpllicty
You don't have time for confusion or slow approvals. We get it done-- fast and right.
🌱 You get to control and donate appreciated assets (real estate, stocks) into your private foundation without triggering capital gains.
🌱 You gain full control over charitable distributions and investments.
🌱 Annual 5% distribution rule. Your private family foundation is only required to distribute 5% annually to charities of your choosing. That's real control.
🌱 You can now protect and control your family's wealth across generations.
🌱 You've created a tax-exempt family legacy entity that outlives you.
FREQUENTLY ASKED QUESTIONS
About Private Foundations
What is a Private Foundation?
A private foundation is a type of charitable organization, specifically a 501(c)(3) tax-exempt organization. The approval for tax-exempt status is granted by the IRS.
Private Foundations are typically established and funded by a family, individual or a corporation to support charitable activities.
Schedule Your Free Legacy Strategy Call to learn more about your options.
How do private foundations help with tax reduction?
Think of your Private Foundations as a robust financial literacy tool that allows you to save up to 30% of your Adjusted Gross Income (AGI) by donating to your own foundation.
Additionally, the annual distribution requirements are currently 5%.
Example: Donate $500,000 to your private foundation, get a 30% write-off from your AGI.
$500,000 goes into your foundation tax-free. You make an annual distribution to, say, an orphanage in South Africa for $25,000 (5%).
The foundation now has $450,000 to invest in tax-free real estate or stocks to grow the funds it can later distribute to other charitable organizations while teaching the family the power of giving.
This power-play tool allows you to create a generational legacy that gives while preserving family wealth.
Studies show "The more you give to charity, the richer you become." In more ways than one. Create a family of philanthropists today!
Learn more about your options. Schedule your Free Legacy Strategy Call Today!.
What is the process for setting up a private foundation?
It's easy, just book a Legacy Strategy Call by clicking on the green button below, and we'll handle the rest.
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