Legacy Builder
secures long-term wealth, simplifies corporate structure, and ensures sustainability
Service Description
This proposal outlines a comprehensive strategy to establish a "Legacy Builder" framework that secures long-term wealth, simplifies corporate structure, and ensures sustainability and access to financing. The core recommendation is to form a Living Trust that will own a central Holding Company. This Holding Company will serve as the parent entity for a network of businesses, including: A Real Estate Investment Trust (REIT) A marketing company Company A (Main Operating Corporation) Company B (Support Logistics) A Non-Profit Organization (Philanthropic Arm) Additionally, a detailed five-year business plan with financial projections, funding strategies, and a phased roadmap for corporate setup is included.
Upcoming Sessions
Contact Details
4699 N State Rd 7, Tamarac, FL, USA
954-860-7292
info@rbtaxfg.com