The combination of your own private reserve banking strategy and the appropriate trust configuration will accelerate, magnify, and protect your wealth giving you the ability to keep your money working for you as you deploy
OTHER PEOPLES MONEY (OPM)
for your family, business, and investment needs.
While most people believe that they don’t have enough money or assets to need a trust, our team will show you how to create the beginnings of your own
Family Office.Your family can build extraordinary wealth without each generation starting over based on their income.
With the current standard deductions, many employees are not able to itemize their taxes and end up both paying taxes while leaving money on the table (or in Uncle Sam’s pocket). We can design solutions to give you great advantages to continue building your wealth.
Our real estate investors enjoy greater profits and have the ability to increase the the returns to their investors as well. They are also able to simplify the investment process and save money on administrative cost.
Many people do not understand what they have to lose and how easily your assets can be consumed. Nelson Rockefeller famously said, “The secret to success is to own nothing, but control everything.” As you build assets, let us show you the keys to protecting them.
Two of greatest adversaries of generational wealth are taxes and litigation. Over 40 Million lawsuits are filed every year. Additionally the average American pays more that 40% of what they earn in taxes over the course of their lifetime. Nothing in the “system” that we are encouraged to follow is designed to create generational wealth.
Meet Urshel Metcalf
Urshel Metcalf is a Marine who spent 13 years on active duty and was a Gunnery Sergeant. He was deployed to Saudi Arabia and Kuwait for Desert Shield and Desert Storm. After leaving active duty he continued his service as a pastor and missionary for the next 9 years in the local community and abroad in places like Brasil, Mexico, and Italy. Urshel’s personal mission is to be “the right man at the right time, saying the right words, to change the world.”
In 2009 Urshel returned home to Dallas and after a year with a national insurance company, he successfully ran his own insurance practice until joining a boutique wealth management firm. Urshel concurrently spent two years leading masterminds and coaching small businesses and entrepreneurs and traveling as a part of a national networking organization and was recognized as a top leader and speaker for the company. His next adventure was launching a niche venture capital firm that focused on a strategy they coined as collaborative capitalism, giving short term investments using a non-recourse, revenue based financing model.
Since that time Urshel has been working with entrepreneurs in a training and consulting capacity with a focus on growth and economic efficiency. Currently the primary focus is helping families and business owners implement an indestructible financial system wherein they can warehouse their capital, eliminate capital gains, while providing 100% asset protection.
Book a call with me!
You can sign up for a free consultation to see how our strategies will dramatically change the way you build and maintain wealth!
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