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.
In this interview, Urshel provides an overview of the IWE strategies that our clients use. Hosted by Joanne Musa, “The Tax Lien Lady” in her annual Wealth Strategies conference.
In this video Richard introduces the Spendthrift Trust 5 pillars and how the trust operates. This video provides an in depth understanding of the asset protection and the ability to defer taxes perpetually. This is the foundation of our trust strategies.
In this video Richard discuses the Internal Revenue Code as well as how the relationship to the constitution and contract law that makes our trust unique to most trusts that you may be familiar with. Trust accounting and tax treatment are significant topics in this discussion.
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.
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